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 | $647,707 | $238,490+171.6% | $180,183+259.5% | $142,382+354.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 14.09% | 33.56%-19.5pp | 27.86%-13.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $24,391 | $6,143+297.1% | $5,039+384.1% | $4,299+467.4% |
| Participant deferral / active EE | $10,522 | $7,996+31.6% | $6,822+54.2% | $6,507+61.7% |
| Admin fee / account holder | $26,812 | $28,866-7.1% | $19,975+34.2% | $12,624+112.4% |