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 | $539,139 | $114,381+371.4% | $107,525+401.4% | $142,382+278.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 27.88% | 242.71%-214.8pp | 181.32%-153.4pp | 217.08%-189.2pp |
| Employer contribution / active EE | $20,402 | $4,015+408.2% | $3,754+443.5% | $4,299+374.6% |
| Participant deferral / active EE | $9,505 | $5,564+70.8% | $5,116+85.8% | $6,507+46.1% |
| Admin fee / account holder | $310 | $9,860-96.9% | $8,919-96.5% | $12,624-97.5% |