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 | $471,653 | $157,256+199.9% | $141,162+234.1% | $152,861+208.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.95% | 64.32%-37.4pp | 71.39%-44.4pp | 345.32%-318.4pp |
| Employer contribution / active EE | $4,750 | $5,261-9.7% | $4,735+0.3% | $4,762-0.3% |
| Participant deferral / active EE | $13,931 | $7,109+95.9% | $6,709+107.6% | $5,850+138.1% |
| Admin fee / account holder | $4,276 | $12,120-64.7% | $10,261-58.3% | $11,596-63.1% |