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 | $825,451 | $209,411+294.2% | $178,490+362.5% | $158,922+419.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.66% | 188.75%-173.1pp | 151.07%-135.4pp | 302.83%-287.2pp |
| Employer contribution / active EE | $10,019 | $5,706+75.6% | $5,011+100.0% | $4,761+110.4% |
| Participant deferral / active EE | $10,899 | $5,954+83.0% | $5,202+109.5% | $5,982+82.2% |
| Admin fee / account holder | $2,873 | $17,074-83.2% | $13,984-79.5% | $11,246-74.5% |