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 | $581,118 | $181,894+219.5% | $156,549+271.2% | $273,961+112.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.83% | 30.74%-22.9pp | 32.23%-24.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $20,103 | $6,248+221.7% | $5,501+265.4% | $4,869+312.9% |
| Participant deferral / active EE | $14,087 | $5,550+153.8% | $4,871+189.2% | $5,287+166.4% |
| Admin fee / account holder | $18,634 | $15,559+19.8% | $13,027+43.0% | $10,132+83.9% |