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 | $533,741 | $124,319+329.3% | $111,297+379.6% | $167,490+218.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 25.67% | 37.44%-11.8pp | 54.65%-29.0pp | 478.56%-452.9pp |
| Employer contribution / active EE | $6,399 | $3,435+86.3% | $2,731+134.3% | $4,837+32.3% |
| Participant deferral / active EE | $13,263 | $5,180+156.0% | $4,487+195.6% | $6,341+109.2% |
| Admin fee / account holder | $10,119 | $10,618-4.7% | $7,964+27.1% | $12,309-17.8% |