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 | $703,299 | $201,259+249.5% | $184,200+281.8% | $145,959+381.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.50% | 28.98%-2.5pp | 28.80%-2.3pp | 561.95%-535.5pp |
| Employer contribution / active EE | $2,720 | $7,018-61.2% | $6,424-57.7% | $4,661-41.7% |
| Participant deferral / active EE | $17,800 | $9,806+81.5% | $9,132+94.9% | $6,689+166.1% |
| Admin fee / account holder | $5,355 | $16,372-67.3% | $13,907-61.5% | $13,398-60.0% |