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 | $365,711 | $209,411+74.6% | $178,490+104.9% | $158,922+130.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.35% | 188.75%-178.4pp | 151.07%-140.7pp | 302.83%-292.5pp |
| Employer contribution / active EE | $22,825 | $5,706+300.0% | $5,011+355.5% | $4,761+379.4% |
| Participant deferral / active EE | $9,100 | $5,954+52.8% | $5,202+74.9% | $5,982+52.1% |
| Admin fee / account holder | $1,477 | $17,074-91.3% | $13,984-89.4% | $11,246-86.9% |