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 | $532,211 | $179,726+196.1% | $156,263+240.6% | $142,382+273.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.36% | 77.86%-66.5pp | 59.47%-48.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $15,391 | $5,069+203.6% | $4,333+255.2% | $4,299+258.0% |
| Participant deferral / active EE | $13,735 | $6,956+97.5% | $6,158+123.0% | $6,507+111.1% |
| Admin fee / account holder | $8,673 | $17,272-49.8% | $14,255-39.2% | $12,624-31.3% |