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 | $505,035 | $214,378+135.6% | $200,582+151.8% | $142,382+254.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.74% | 46.41%-31.7pp | 42.33%-27.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $22,060 | $6,841+222.4% | $6,419+243.7% | $4,299+413.1% |
| Participant deferral / active EE | $20,104 | $9,865+103.8% | $9,331+115.5% | $6,507+209.0% |
| Admin fee / account holder | $871 | $17,692-95.1% | $16,305-94.7% | $12,624-93.1% |