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 | $658,986 | $183,963+258.2% | $162,163+306.4% | $152,861+331.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 27.96% | 150.76%-122.8pp | 115.59%-87.6pp | 345.32%-317.4pp |
| Employer contribution / active EE | $8,333 | $6,371+30.8% | $5,614+48.4% | $4,762+75.0% |
| Participant deferral / active EE | $17,833 | $8,034+122.0% | $7,298+144.4% | $5,850+204.8% |
| Admin fee / account holder | $2,589 | $13,121-80.3% | $10,843-76.1% | $11,596-77.7% |