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 | $716,930 | $177,572+303.7% | $154,803+363.1% | $142,382+403.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.19% | 65.07%-50.9pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $6,496 | $4,810+35.0% | $4,305+50.9% | $4,299+51.1% |
| Participant deferral / active EE | $3,100 | $6,272-50.6% | $5,540-44.0% | $6,507-52.4% |
| Admin fee / account holder | $3,801 | $16,786-77.4% | $14,329-73.5% | $12,624-69.9% |