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 | $413,983 | $138,044+199.9% | $125,339+230.3% | $134,475+207.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 6.99% | 750.33%-743.3pp | 572.05%-565.1pp | 417.96%-411.0pp |
| Employer contribution / active EE | $11,545 | $5,243+120.2% | $4,814+139.8% | $4,740+143.6% |
| Participant deferral / active EE | $10,784 | $7,799+38.3% | $7,446+44.8% | $6,400+68.5% |
| Admin fee / account holder | $20,510 | $11,571+77.2% | $10,010+104.9% | $11,426+79.5% |