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 | $623,608 | $209,411+197.8% | $178,490+249.4% | $158,922+292.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.99% | 188.75%-164.8pp | 151.07%-127.1pp | 302.83%-278.8pp |
| Employer contribution / active EE | $1,579 | $5,706-72.3% | $5,011-68.5% | $4,761-66.8% |
| Participant deferral / active EE | $7,611 | $5,954+27.8% | $5,202+46.3% | $5,982+27.2% |
| Admin fee / account holder | $2,650 | $17,074-84.5% | $13,984-81.0% | $11,246-76.4% |