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 | $617,061 | $209,832+194.1% | $189,513+225.6% | $167,490+268.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.03% | 748.27%-732.2pp | 555.15%-539.1pp | 478.56%-462.5pp |
| Employer contribution / active EE | $6,633 | $6,914-4.1% | $6,162+7.6% | $4,837+37.1% |
| Participant deferral / active EE | $14,358 | $8,935+60.7% | $8,221+74.6% | $6,341+126.4% |
| Admin fee / account holder | $688 | $14,293-95.2% | $12,045-94.3% | $12,309-94.4% |