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 | $523,477 | $201,272+160.1% | $184,203+184.2% | $145,922+258.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.77% | 29.00%-3.2pp | 28.81%-3.0pp | 561.29%-535.5pp |
| Employer contribution / active EE | $3,601 | $7,022-48.7% | $6,427-44.0% | $4,660-22.7% |
| Participant deferral / active EE | $6,458 | $9,806-34.1% | $9,131-29.3% | $6,688-3.4% |
| Admin fee / account holder | $16,170 | $16,364-1.2% | $13,901+16.3% | $13,397+20.7% |