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 | $488,826 | $176,812+176.5% | $146,665+233.3% | $167,490+191.9% |
| Participation rate | 90.0% | 83.6%+6.4pp | 80.1%+9.9pp | 82.1%+7.9pp |
| Annual return | 17.48% | 24.03%-6.5pp | 22.74%-5.3pp | 478.56%-461.1pp |
| Employer contribution / active EE | $13,364 | $5,160+159.0% | $4,136+223.1% | $4,837+176.2% |
| Participant deferral / active EE | $5,356 | $6,440-16.8% | $5,506-2.7% | $6,341-15.5% |
| Admin fee / account holder | $1,938 | $13,259-85.4% | $10,280-81.2% | $12,309-84.3% |