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 | $688,655 | $214,378+221.2% | $200,582+243.3% | $142,382+383.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.38% | 46.41%-29.0pp | 42.33%-25.0pp | 217.08%-199.7pp |
| Employer contribution / active EE | $23,655 | $6,841+245.8% | $6,419+268.5% | $4,299+450.2% |
| Participant deferral / active EE | $23,295 | $9,865+136.1% | $9,331+149.6% | $6,507+258.0% |
| Admin fee / account holder | $11,127 | $17,692-37.1% | $16,305-31.8% | $12,624-11.9% |