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 | $547,929 | $111,535+391.3% | $105,223+420.7% | $137,256+299.2% |
| Participation rate | 95.5% | 78.1%+17.4pp | 75.0%+20.4pp | 80.0%+15.5pp |
| Annual return | 16.54% | 237.85%-221.3pp | 180.65%-164.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $12,272 | $3,939+211.5% | $3,689+232.7% | $4,156+195.3% |
| Participant deferral / active EE | $14,596 | $5,500+165.4% | $5,072+187.8% | $6,407+127.8% |
| Admin fee / account holder | $3,435 | $9,721-64.7% | $8,859-61.2% | $12,270-72.0% |