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 | $576,608 | $209,336+175.4% | $197,124+192.5% | $137,256+320.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 24.93% | 48.09%-23.2pp | 44.34%-19.4pp | 220.34%-195.4pp |
| Employer contribution / active EE | $10,000 | $6,591+51.7% | $6,227+60.6% | $4,156+140.6% |
| Participant deferral / active EE | $11,155 | $9,614+16.0% | $9,135+22.1% | $6,407+74.1% |
| Admin fee / account holder | $2,154 | $17,308-87.6% | $16,298-86.8% | $12,270-82.4% |