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 3-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 | $634,898 | $158,398+300.8% | $126,539+401.7% | $142,382+345.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.79% | 593.76%-575.0pp | 425.95%-407.2pp | 217.08%-198.3pp |
| Employer contribution / active EE | $6,250 | $4,650+34.4% | $3,674+70.1% | $4,299+45.4% |
| Participant deferral / active EE | $23,500 | $4,767+393.0% | $4,083+475.6% | $6,507+261.1% |
| Admin fee / account holder | $537 | $6,918-92.2% | $6,065-91.1% | $12,624-95.7% |