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 | $720,518 | $176,056+309.3% | $159,436+351.9% | $167,490+330.2% |
| Participation rate | 86.4% | 84.9%+1.4pp | 82.8%+3.5pp | 82.1%+4.3pp |
| Annual return | 16.42% | 331.75%-315.3pp | 263.57%-247.1pp | 478.56%-462.1pp |
| Employer contribution / active EE | $13,407 | $5,297+153.1% | $4,829+177.6% | $4,837+177.1% |
| Participant deferral / active EE | $0 | $7,750-100.0% | $7,352-100.0% | $6,341-100.0% |
| Admin fee / account holder | $10,966 | $12,554-12.7% | $10,799+1.5% | $12,309-10.9% |