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 | $690,978 | $176,056+292.5% | $159,436+333.4% | $167,490+312.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.68% | 331.75%-316.1pp | 263.57%-247.9pp | 478.56%-462.9pp |
| Employer contribution / active EE | $14,584 | $5,297+175.3% | $4,829+202.0% | $4,837+201.5% |
| Participant deferral / active EE | $9,833 | $7,750+26.9% | $7,352+33.7% | $6,341+55.1% |
| Admin fee / account holder | $3,856 | $12,554-69.3% | $10,799-64.3% | $12,309-68.7% |