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 | $480,875 | $238,490+101.6% | $180,183+166.9% | $142,382+237.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 14.87% | 33.56%-18.7pp | 27.86%-13.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $4,501 | $6,143-26.7% | $5,039-10.7% | $4,299+4.7% |
| Participant deferral / active EE | $10,273 | $7,996+28.5% | $6,822+50.6% | $6,507+57.9% |
| Admin fee / account holder | $20,820 | $28,866-27.9% | $19,975+4.2% | $12,624+64.9% |