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 | $525,011 | $159,901+228.3% | $146,958+257.3% | $145,922+259.8% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 13.00% | 98.13%-85.1pp | 418.34%-405.3pp | 561.29%-548.3pp |
| Employer contribution / active EE | $11,365 | $5,286+115.0% | $4,933+130.4% | $4,660+143.9% |
| Participant deferral / active EE | $10,900 | $8,428+29.3% | $8,070+35.1% | $6,688+63.0% |
| Admin fee / account holder | $92,598 | $15,044+515.5% | $12,998+612.4% | $13,397+591.2% |