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 | $577,140 | $159,602+261.6% | $150,045+284.6% | $142,382+305.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.99% | 70.24%-55.2pp | 62.55%-47.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,750 | $4,961-64.7% | $4,693-62.7% | $4,299-59.3% |
| Participant deferral / active EE | $5,121 | $8,310-38.4% | $7,997-36.0% | $6,507-21.3% |
| Admin fee / account holder | $12,483 | $14,846-15.9% | $13,435-7.1% | $12,624-1.1% |