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 | $915,918 | $95,416+859.9% | $185,823+392.9% | $85,850+966.9% |
| Participation rate | 92.9% | 68.8%+24.1pp | 81.7%+11.2pp | 69.3%+23.5pp |
| Annual return | 18.45% | 23.59%-5.1pp | 122.05%-103.6pp | 318.53%-300.1pp |
| Employer contribution / active EE | $28,160 | $3,314+749.8% | $5,167+445.0% | $2,565+997.8% |
| Participant deferral / active EE | $19,446 | $3,423+468.0% | $5,568+249.3% | $3,952+392.1% |
| Admin fee / account holder | $87,683 | $7,213+1115.7% | $16,237+440.0% | $6,260+1300.7% |