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 | $518,833 | $198,466+161.4% | $170,442+204.4% | $147,584+251.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.01% | 257.29%-240.3pp | 205.93%-188.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $15,860 | $6,184+156.5% | $5,433+191.9% | $4,876+225.2% |
| Participant deferral / active EE | $10,573 | $5,629+87.8% | $4,939+114.1% | $5,439+94.4% |
| Admin fee / account holder | $6,244 | $16,852-62.9% | $13,880-55.0% | $10,885-42.6% |