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 | $513,489 | $91,190+463.1% | $178,490+187.7% | $79,858+543.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 25.27% | 24.19%+1.1pp | 151.07%-125.8pp | 31.71%-6.4pp |
| Employer contribution / active EE | $8,113 | $3,256+149.2% | $5,011+61.9% | $2,471+228.4% |
| Participant deferral / active EE | $5,443 | $3,236+68.2% | $5,202+4.6% | $3,740+45.5% |
| Admin fee / account holder | $1,489 | $6,751-77.9% | $13,984-89.3% | $5,306-71.9% |