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 | $613,804 | $209,411+193.1% | $178,490+243.9% | $158,922+286.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.81% | 188.75%-172.9pp | 151.07%-135.3pp | 302.83%-287.0pp |
| Employer contribution / active EE | $7,143 | $5,706+25.2% | $5,011+42.6% | $4,761+50.0% |
| Participant deferral / active EE | $8,731 | $5,954+46.6% | $5,202+67.8% | $5,982+45.9% |
| Admin fee / account holder | $10,528 | $17,074-38.3% | $13,984-24.7% | $11,246-6.4% |