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 | $507,627 | $154,228+229.1% | $145,433+249.0% | $137,256+269.8% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 14.37% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $14,285 | $4,804+197.4% | $4,554+213.7% | $4,156+243.7% |
| Participant deferral / active EE | $14,068 | $8,216+71.2% | $7,897+78.1% | $6,407+119.6% |
| Admin fee / account holder | $409,814 | $14,344+2757.1% | $13,129+3021.4% | $12,270+3239.9% |