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 | $959,647 | $209,832+357.3% | $189,513+406.4% | $167,490+473.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.39% | 748.27%-729.9pp | 555.15%-536.8pp | 478.56%-460.2pp |
| Employer contribution / active EE | $3,761 | $6,914-45.6% | $6,162-39.0% | $4,837-22.2% |
| Participant deferral / active EE | $13,383 | $8,935+49.8% | $8,221+62.8% | $6,341+111.0% |
| Admin fee / account holder | $114,926 | $14,293+704.1% | $12,045+854.1% | $12,309+833.7% |