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 | $644,039 | $85,202+655.9% | $172,739+272.8% | $72,985+782.4% |
| Participation rate | 96.3% | 70.1%+26.2pp | 82.6%+13.7pp | 69.5%+26.8pp |
| Annual return | 23.65% | 27.32%-3.7pp | 802.84%-779.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $23,719 | $3,324+613.5% | $5,143+361.2% | $2,440+872.1% |
| Participant deferral / active EE | $17,009 | $3,260+421.7% | $5,198+227.3% | $3,607+371.5% |
| Admin fee / account holder | $4,703 | $5,884-20.1% | $13,954-66.3% | $5,124-8.2% |