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 | $422,929 | $209,411+102.0% | $178,490+136.9% | $158,922+166.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.63% | 188.75%-177.1pp | 151.07%-139.4pp | 302.83%-291.2pp |
| Employer contribution / active EE | $25,804 | $5,706+352.2% | $5,011+415.0% | $4,761+442.0% |
| Participant deferral / active EE | $21,648 | $5,954+263.6% | $5,202+316.2% | $5,982+261.9% |
| Admin fee / account holder | $3,540 | $17,074-79.3% | $13,984-74.7% | $11,246-68.5% |