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 | $518,969 | $157,256+230.0% | $141,162+267.6% | $152,861+239.5% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 25.87% | 64.32%-38.5pp | 71.39%-45.5pp | 345.32%-319.4pp |
| Employer contribution / active EE | $14,241 | $5,261+170.7% | $4,735+200.8% | $4,762+199.0% |
| Participant deferral / active EE | $9,390 | $7,109+32.1% | $6,709+40.0% | $5,850+60.5% |
| Admin fee / account holder | $12,886 | $12,120+6.3% | $10,261+25.6% | $11,596+11.1% |