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 | $724,160 | $95,416+659.0% | $185,823+289.7% | $85,850+743.5% |
| Participation rate | 93.5% | 68.8%+24.7pp | 81.7%+11.8pp | 69.3%+24.2pp |
| Annual return | 14.58% | 23.59%-9.0pp | 122.05%-107.5pp | 318.53%-304.0pp |
| Employer contribution / active EE | $6,354 | $3,314+91.7% | $5,167+23.0% | $2,565+147.7% |
| Participant deferral / active EE | $15,731 | $3,423+359.5% | $5,568+182.5% | $3,952+298.1% |
| Admin fee / account holder | $6,190 | $7,213-14.2% | $16,237-61.9% | $6,260-1.1% |