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 | $613,924 | $201,272+205.0% | $184,203+233.3% | $145,922+320.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.21% | 29.00%-14.8pp | 28.81%-14.6pp | 561.29%-547.1pp |
| Employer contribution / active EE | $6,176 | $7,022-12.1% | $6,427-3.9% | $4,660+32.5% |
| Participant deferral / active EE | $8,940 | $9,806-8.8% | $9,131-2.1% | $6,688+33.7% |
| Admin fee / account holder | $6,715 | $16,364-59.0% | $13,901-51.7% | $13,397-49.9% |