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 | $426,364 | $183,963+131.8% | $162,163+162.9% | $152,861+178.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 27.56% | 150.76%-123.2pp | 115.59%-88.0pp | 345.32%-317.8pp |
| Employer contribution / active EE | $12,829 | $6,371+101.4% | $5,614+128.5% | $4,762+169.4% |
| Participant deferral / active EE | $13,219 | $8,034+64.5% | $7,298+81.1% | $5,850+126.0% |
| Admin fee / account holder | $1,952 | $13,121-85.1% | $10,843-82.0% | $11,596-83.2% |