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 | $429,182 | $180,749+137.4% | $160,784+166.9% | $137,256+212.7% |
| Participation rate | 71.4% | 80.0%-8.5pp | 77.0%-5.5pp | 80.0%-8.5pp |
| Annual return | 14.14% | 2234.46%-2220.3pp | 1803.92%-1789.8pp | 220.34%-206.2pp |
| Employer contribution / active EE | $14,130 | $4,155+240.1% | $3,733+278.5% | $4,156+240.0% |
| Participant deferral / active EE | $17,537 | $6,844+156.2% | $6,293+178.7% | $6,407+173.7% |
| Admin fee / account holder | $21,227 | $10,397+104.2% | $9,717+118.5% | $12,270+73.0% |