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 | $472,732 | $100,041+372.5% | $149,718+215.7% | $70,131+574.1% |
| Participation rate | 93.5% | 83.6%+10.0pp | 87.1%+6.5pp | 69.5%+24.0pp |
| Annual return | 19.23% | 27.43%-8.2pp | 1501.63%-1482.4pp | 73.14%-53.9pp |
| Employer contribution / active EE | $17,742 | $3,662+384.5% | $5,445+225.8% | $2,342+657.4% |
| Participant deferral / active EE | $9,903 | $4,983+98.8% | $6,569+50.8% | $3,332+197.2% |
| Admin fee / account holder | $13,070 | $8,286+57.7% | $11,283+15.8% | $4,645+181.4% |