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 | $623,446 | $172,111+262.2% | $150,298+314.8% | $137,256+354.2% |
| Participation rate | 73.3% | 81.7%-8.4pp | 77.8%-4.4pp | 80.0%-6.6pp |
| Annual return | 19.67% | 69.37%-49.7pp | 62.79%-43.1pp | 220.34%-200.7pp |
| Employer contribution / active EE | $3,968 | $4,636-14.4% | $4,154-4.5% | $4,156-4.5% |
| Participant deferral / active EE | $9,196 | $6,166+49.1% | $5,453+68.7% | $6,407+43.5% |
| Admin fee / account holder | $400 | $16,471-97.6% | $14,116-97.2% | $12,270-96.7% |