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 | $403,397 | $198,466+103.3% | $170,442+136.7% | $147,584+173.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.28% | 257.29%-236.0pp | 205.93%-184.6pp | 578.55%-557.3pp |
| Employer contribution / active EE | $2,025 | $6,184-67.3% | $5,433-62.7% | $4,876-58.5% |
| Participant deferral / active EE | $8,810 | $5,629+56.5% | $4,939+78.4% | $5,439+62.0% |
| Admin fee / account holder | $5,086 | $16,852-69.8% | $13,880-63.4% | $10,885-53.3% |