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 | $676,857 | $159,901+323.3% | $146,958+360.6% | $145,922+363.9% |
| Participation rate | 79.2% | 84.0%-4.8pp | 82.2%-3.0pp | 80.3%-1.1pp |
| Annual return | 12.71% | 98.13%-85.4pp | 418.34%-405.6pp | 561.29%-548.6pp |
| Employer contribution / active EE | $18,248 | $5,286+245.2% | $4,933+269.9% | $4,660+291.6% |
| Participant deferral / active EE | $13,147 | $8,428+56.0% | $8,070+62.9% | $6,688+96.6% |
| Admin fee / account holder | $49,607 | $15,044+229.8% | $12,998+281.6% | $13,397+270.3% |