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 | $530,358 | $114,381+363.7% | $107,525+393.2% | $142,382+272.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.74% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $21,781 | $4,015+442.5% | $3,754+480.3% | $4,299+406.6% |
| Participant deferral / active EE | $11,522 | $5,564+107.1% | $5,116+125.2% | $6,507+77.1% |
| Admin fee / account holder | $38,473 | $9,860+290.2% | $8,919+331.4% | $12,624+204.8% |