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 | $496,654 | $175,202+183.5% | $149,673+231.8% | $139,434+256.2% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 16.14% | 166.71%-150.6pp | 134.42%-118.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $18,024 | $5,474+229.3% | $4,818+274.1% | $4,751+279.4% |
| Participant deferral / active EE | $12,625 | $6,519+93.7% | $5,680+122.3% | $6,710+88.1% |
| Admin fee / account holder | $2,426 | $16,150-85.0% | $13,210-81.6% | $11,403-78.7% |