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 | $750,035 | $159,901+369.1% | $146,958+410.4% | $145,922+414.0% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 12.37% | 98.13%-85.8pp | 418.34%-406.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $16,198 | $5,286+206.4% | $4,933+228.4% | $4,660+247.6% |
| Participant deferral / active EE | $15,604 | $8,428+85.1% | $8,070+93.4% | $6,688+133.3% |
| Admin fee / account holder | $2,210 | $15,044-85.3% | $12,998-83.0% | $13,397-83.5% |