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 | $551,082 | $159,602+245.3% | $150,045+267.3% | $142,382+287.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.60% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $19,463 | $4,961+292.4% | $4,693+314.7% | $4,299+352.7% |
| Participant deferral / active EE | $18,649 | $8,310+124.4% | $7,997+133.2% | $6,507+186.6% |
| Admin fee / account holder | $26,438 | $14,846+78.1% | $13,435+96.8% | $12,624+109.4% |