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 | $714,138 | $112,096+537.1% | $95,952+644.3% | $158,922+349.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.25% | 171.09%-156.8pp | 91.61%-77.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,499 | $3,198-53.1% | $2,541-41.0% | $4,761-68.5% |
| Participant deferral / active EE | $6,689 | $4,784+39.8% | $4,167+60.5% | $5,982+11.8% |
| Admin fee / account holder | $26,909 | $10,130+165.6% | $6,795+296.0% | $11,246+139.3% |