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 | $429,031 | $85,766+400.2% | $136,294+214.8% | $70,131+511.8% |
| Participation rate | 96.2% | 74.2%+22.0pp | 81.9%+14.2pp | 69.5%+26.6pp |
| Annual return | 16.23% | 31.45%-15.2pp | 5155.94%-5139.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $17,295 | $2,966+483.1% | $4,695+268.3% | $2,342+638.4% |
| Participant deferral / active EE | $9,955 | $5,051+97.1% | $6,247+59.4% | $3,332+198.8% |
| Admin fee / account holder | $20,751 | $5,420+282.8% | $9,243+124.5% | $4,645+346.7% |