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 | $694,331 | $180,028+285.7% | $138,135+402.6% | $158,922+336.9% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 13.83% | 21.68%-7.9pp | 20.51%-6.7pp | 302.83%-289.0pp |
| Employer contribution / active EE | $5,326 | $7,470-28.7% | $5,587-4.7% | $4,761+11.9% |
| Participant deferral / active EE | $10,820 | $7,717+40.2% | $6,431+68.2% | $5,982+80.9% |
| Admin fee / account holder | $5,083 | $17,912-71.6% | $11,856-57.1% | $11,246-54.8% |