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 | $495,559 | $138,065+258.9% | $123,544+301.1% | $135,375+266.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 7.04% | 153.68%-146.6pp | 119.20%-112.2pp | 519.73%-512.7pp |
| Employer contribution / active EE | $12,408 | $5,151+140.9% | $4,628+168.1% | $4,779+159.6% |
| Participant deferral / active EE | $7,805 | $6,799+14.8% | $6,426+21.5% | $5,609+39.2% |
| Admin fee / account holder | $10,669 | $10,916-2.3% | $9,284+14.9% | $10,827-1.5% |