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 | $464,652 | $176,056+163.9% | $159,436+191.4% | $167,490+177.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.12% | 331.75%-318.6pp | 263.57%-250.4pp | 478.56%-465.4pp |
| Employer contribution / active EE | $11,500 | $5,297+117.1% | $4,829+138.1% | $4,837+137.7% |
| Participant deferral / active EE | $20,361 | $7,750+162.7% | $7,352+176.9% | $6,341+221.1% |
| Admin fee / account holder | $54,057 | $12,554+330.6% | $10,799+400.6% | $12,309+339.2% |