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 6-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 | $589,623 | $201,272+192.9% | $184,203+220.1% | $145,922+304.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 29.08% | 29.00%+0.1pp | 28.81%+0.3pp | 561.29%-532.2pp |
| Employer contribution / active EE | $44,841 | $7,022+538.6% | $6,427+597.7% | $4,660+862.3% |
| Participant deferral / active EE | $28,520 | $9,806+190.8% | $9,131+212.3% | $6,688+326.5% |
| Admin fee / account holder | $1,512 | $16,364-90.8% | $13,901-89.1% | $13,397-88.7% |