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 | $568,781 | $165,335+244.0% | $149,696+280.0% | $158,922+257.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.82% | 348.15%-338.3pp | 276.60%-266.8pp | 302.83%-293.0pp |
| Employer contribution / active EE | $16,594 | $5,103+225.2% | $4,644+257.3% | $4,761+248.5% |
| Participant deferral / active EE | $13,271 | $7,181+84.8% | $6,842+94.0% | $5,982+121.8% |
| Admin fee / account holder | $2,521 | $10,807-76.7% | $9,309-72.9% | $11,246-77.6% |