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 | $553,205 | $201,272+174.9% | $184,203+200.3% | $145,922+279.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 37.94% | 29.00%+8.9pp | 28.81%+9.1pp | 561.29%-523.3pp |
| Employer contribution / active EE | $5,081 | $7,022-27.6% | $6,427-20.9% | $4,660+9.0% |
| Participant deferral / active EE | $17,934 | $9,806+82.9% | $9,131+96.4% | $6,688+168.2% |
| Admin fee / account holder | $12,555 | $16,364-23.3% | $13,901-9.7% | $13,397-6.3% |