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 | $641,259 | $138,347+363.5% | $184,203+248.1% | $80,856+693.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.31% | 20.02%-6.7pp | 28.81%-15.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $33,473 | $4,850+590.1% | $6,427+420.8% | $2,755+1115.1% |
| Participant deferral / active EE | $19,915 | $7,071+181.7% | $9,131+118.1% | $4,296+363.6% |
| Admin fee / account holder | $29,796 | $10,483+184.2% | $13,901+114.3% | $6,918+330.7% |