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 | $423,317 | $100,773+320.1% | $88,946+375.9% | $142,382+197.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 11.35% | 70.18%-58.8pp | 57.82%-46.5pp | 217.08%-205.7pp |
| Employer contribution / active EE | $6,209 | $2,918+112.8% | $2,555+143.0% | $4,299+44.4% |
| Participant deferral / active EE | $19,403 | $5,230+271.0% | $4,581+323.5% | $6,507+198.2% |
| Admin fee / account holder | $1,885 | $9,693-80.6% | $8,261-77.2% | $12,624-85.1% |