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 | $690,872 | $183,592+276.3% | $155,567+344.1% | $145,959+373.3% |
| Participation rate | 95.7% | 82.7%+13.0pp | 78.2%+17.5pp | 80.3%+15.4pp |
| Annual return | 13.77% | 61.24%-47.5pp | 64.74%-51.0pp | 561.95%-548.2pp |
| Employer contribution / active EE | $47,542 | $5,315+794.5% | $4,674+917.1% | $4,661+920.0% |
| Participant deferral / active EE | $6,470 | $6,464+0.1% | $5,628+15.0% | $6,689-3.3% |
| Admin fee / account holder | $11,361 | $19,318-41.2% | $15,916-28.6% | $13,398-15.2% |