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 | $491,738 | $209,411+134.8% | $178,490+175.5% | $158,922+209.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.13% | 188.75%-179.6pp | 151.07%-141.9pp | 302.83%-293.7pp |
| Employer contribution / active EE | $21,312 | $5,706+273.5% | $5,011+325.3% | $4,761+347.6% |
| Participant deferral / active EE | $12,974 | $5,954+117.9% | $5,202+149.4% | $5,982+116.9% |
| Admin fee / account holder | $28,870 | $17,074+69.1% | $13,984+106.4% | $11,246+156.7% |