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 | $451,681 | $209,411+115.7% | $178,490+153.1% | $158,922+184.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.88% | 188.75%-173.9pp | 151.07%-136.2pp | 302.83%-287.9pp |
| Employer contribution / active EE | $12,579 | $5,706+120.4% | $5,011+151.0% | $4,761+164.2% |
| Participant deferral / active EE | $5,459 | $5,954-8.3% | $5,202+4.9% | $5,982-8.8% |
| Admin fee / account holder | $4,734 | $17,074-72.3% | $13,984-66.1% | $11,246-57.9% |