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 | $309,286 | $165,335+87.1% | $149,696+106.6% | $158,922+94.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.28% | 348.15%-322.9pp | 276.60%-251.3pp | 302.83%-277.5pp |
| Employer contribution / active EE | $14,231 | $5,103+178.9% | $4,644+206.4% | $4,761+198.9% |
| Participant deferral / active EE | $12,549 | $7,181+74.7% | $6,842+83.4% | $5,982+109.8% |
| Admin fee / account holder | $485 | $10,807-95.5% | $9,309-94.8% | $11,246-95.7% |