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 | $394,799 | $165,335+138.8% | $149,696+163.7% | $158,922+148.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 72.06% | 348.15%-276.1pp | 276.60%-204.5pp | 302.83%-230.8pp |
| Employer contribution / active EE | $10,065 | $5,103+97.2% | $4,644+116.7% | $4,761+111.4% |
| Participant deferral / active EE | $25,575 | $7,181+256.1% | $6,842+273.8% | $5,982+327.5% |
| Admin fee / account holder | $3,532 | $10,807-67.3% | $9,309-62.1% | $11,246-68.6% |