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 | $519,092 | $159,901+224.6% | $146,958+253.2% | $145,922+255.7% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 10.63% | 98.13%-87.5pp | 418.34%-407.7pp | 561.29%-550.7pp |
| Employer contribution / active EE | $5,159 | $5,286-2.4% | $4,933+4.6% | $4,660+10.7% |
| Participant deferral / active EE | $18,328 | $8,428+117.5% | $8,070+127.1% | $6,688+174.1% |
| Admin fee / account holder | $70,257 | $15,044+367.0% | $12,998+440.5% | $13,397+424.4% |