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 | $638,131 | $150,440+324.2% | $136,294+368.2% | $147,584+332.4% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 12.43% | 1049.08%-1036.7pp | 5155.94%-5143.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $2,760 | $5,256-47.5% | $4,695-41.2% | $4,876-43.4% |
| Participant deferral / active EE | $20,999 | $6,630+216.7% | $6,247+236.1% | $5,439+286.1% |
| Admin fee / account holder | $148,736 | $10,905+1263.9% | $9,243+1509.1% | $10,885+1266.4% |