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 | $989,472 | $132,634+646.0% | $115,768+754.7% | $137,256+620.9% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.4%+13.1pp | 80.0%+7.5pp |
| Annual return | 18.89% | 160.70%-141.8pp | 100.46%-81.6pp | 220.34%-201.5pp |
| Employer contribution / active EE | $3,109 | $3,360-7.5% | $2,940+5.8% | $4,156-25.2% |
| Participant deferral / active EE | $10,495 | $5,619+86.8% | $4,917+113.5% | $6,407+63.8% |
| Admin fee / account holder | $69,553 | $15,028+362.8% | $12,439+459.1% | $12,270+466.8% |