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 | $411,829 | $114,381+260.0% | $107,525+283.0% | $142,382+189.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.47% | 242.71%-228.2pp | 181.32%-166.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,701 | $4,015-7.8% | $3,754-1.4% | $4,299-13.9% |
| Participant deferral / active EE | $10,652 | $5,564+91.4% | $5,116+108.2% | $6,507+63.7% |
| Admin fee / account holder | $1,291 | $9,860-86.9% | $8,919-85.5% | $12,624-89.8% |