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 | $542,006 | $159,602+239.6% | $150,045+261.2% | $142,382+280.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.48% | 70.24%-57.8pp | 62.55%-50.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $23,417 | $4,961+372.1% | $4,693+399.0% | $4,299+444.7% |
| Participant deferral / active EE | $14,356 | $8,310+72.8% | $7,997+79.5% | $6,507+120.6% |
| Admin fee / account holder | $7,282 | $14,846-50.9% | $13,435-45.8% | $12,624-42.3% |