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 | $754,850 | $175,202+330.8% | $149,673+404.3% | $139,434+441.4% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 20.32% | 166.71%-146.4pp | 134.42%-114.1pp | 372.94%-352.6pp |
| Employer contribution / active EE | $12,638 | $5,474+130.9% | $4,818+162.3% | $4,751+166.0% |
| Participant deferral / active EE | $9,407 | $6,519+44.3% | $5,680+65.6% | $6,710+40.2% |
| Admin fee / account holder | $9,440 | $16,150-41.6% | $13,210-28.5% | $11,403-17.2% |