See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $494,086 | $99,985+394.2% | $146,665+236.9% | $85,850+475.5% |
| Participation rate | 96.9% | 73.1%+23.8pp | 80.1%+16.8pp | 69.3%+27.6pp |
| Annual return | 20.85% | 18.93%+1.9pp | 22.74%-1.9pp | 318.53%-297.7pp |
| Employer contribution / active EE | $5,494 | $2,559+114.7% | $4,136+32.8% | $2,565+114.2% |
| Participant deferral / active EE | $7,314 | $4,006+82.6% | $5,506+32.8% | $3,952+85.1% |
| Admin fee / account holder | $34,857 | $7,702+352.6% | $10,280+239.1% | $6,260+456.8% |