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 | $414,803 | $109,817+277.7% | $98,442+321.4% | $167,490+147.7% |
| Participation rate | 84.6% | 75.8%+8.8pp | 73.3%+11.3pp | 82.1%+2.5pp |
| Annual return | 16.92% | 1956.69%-1939.8pp | 1492.73%-1475.8pp | 478.56%-461.6pp |
| Employer contribution / active EE | $3,469 | $3,224+7.6% | $2,960+17.2% | $4,837-28.3% |
| Participant deferral / active EE | $4,768 | $4,673+2.0% | $4,276+11.5% | $6,341-24.8% |
| Admin fee / account holder | $11,858 | $6,753+75.6% | $5,949+99.3% | $12,309-3.7% |