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 | $472,566 | $165,335+185.8% | $149,696+215.7% | $158,922+197.4% |
| Participation rate | 95.7% | 84.6%+11.1pp | 82.5%+13.2pp | 82.0%+13.7pp |
| Annual return | 11.30% | 348.15%-336.9pp | 276.60%-265.3pp | 302.83%-291.5pp |
| Employer contribution / active EE | $13,042 | $5,103+155.6% | $4,644+180.8% | $4,761+173.9% |
| Participant deferral / active EE | $7,583 | $7,181+5.6% | $6,842+10.8% | $5,982+26.8% |
| Admin fee / account holder | $7,199 | $10,807-33.4% | $9,309-22.7% | $11,246-36.0% |