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 | $736,390 | $190,805+285.9% | $159,960+360.4% | $134,475+447.6% |
| Participation rate | 93.8% | 81.9%+11.8pp | 78.0%+15.8pp | 81.2%+12.5pp |
| Annual return | 14.19% | 552.23%-538.0pp | 408.60%-394.4pp | 417.96%-403.8pp |
| Employer contribution / active EE | $18,950 | $4,995+279.4% | $4,226+348.5% | $4,740+299.8% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $6,182-100.0% | $6,400-100.0% |
| Admin fee / account holder | $56,594 | $10,471+440.5% | $8,698+550.7% | $11,426+395.3% |