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 | $661,245 | $47,944+1279.2% | $67,834+874.8% | $62,891+951.4% |
| Participation rate | 88.2% | 61.1%+27.1pp | 68.8%+19.4pp | 69.3%+18.9pp |
| Annual return | 7.18% | 11.77%-4.6pp | 138.47%-131.3pp | 20.14%-13.0pp |
| Employer contribution / active EE | $27,763 | $1,562+1677.3% | $2,403+1055.2% | $2,281+1117.2% |
| Participant deferral / active EE | $13,171 | $2,247+486.2% | $3,160+316.8% | $3,203+311.2% |
| Admin fee / account holder | $82,094 | $3,712+2111.7% | $4,622+1676.0% | $4,296+1811.1% |