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 | $492,895 | $209,411+135.4% | $178,490+176.1% | $158,922+210.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.49% | 188.75%-170.3pp | 151.07%-132.6pp | 302.83%-284.3pp |
| Employer contribution / active EE | $19,622 | $5,706+243.9% | $5,011+291.6% | $4,761+312.1% |
| Participant deferral / active EE | $12,500 | $5,954+109.9% | $5,202+140.3% | $5,982+109.0% |
| Admin fee / account holder | $18,281 | $17,074+7.1% | $13,984+30.7% | $11,246+62.6% |