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 | $508,940 | $209,336+143.1% | $197,124+158.2% | $137,256+270.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.19% | 48.09%-34.9pp | 44.34%-31.2pp | 220.34%-207.2pp |
| Employer contribution / active EE | $5,021 | $6,591-23.8% | $6,227-19.4% | $4,156+20.8% |
| Participant deferral / active EE | $13,770 | $9,614+43.2% | $9,135+50.7% | $6,407+114.9% |
| Admin fee / account holder | $1,127 | $17,308-93.5% | $16,298-93.1% | $12,270-90.8% |