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 | $354,331 | $150,440+135.5% | $136,294+160.0% | $147,584+140.1% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 15.09% | 1049.08%-1034.0pp | 5155.94%-5140.8pp | 578.55%-563.5pp |
| Employer contribution / active EE | $12,578 | $5,256+139.3% | $4,695+167.9% | $4,876+157.9% |
| Participant deferral / active EE | $12,589 | $6,630+89.9% | $6,247+101.5% | $5,439+131.5% |
| Admin fee / account holder | $18,449 | $10,905+69.2% | $9,243+99.6% | $10,885+69.5% |