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 | $640,853 | $159,901+300.8% | $146,958+336.1% | $145,922+339.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.41% | 98.13%-84.7pp | 418.34%-404.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $3,449 | $5,286-34.7% | $4,933-30.1% | $4,660-26.0% |
| Participant deferral / active EE | $13,289 | $8,428+57.7% | $8,070+64.7% | $6,688+98.7% |
| Admin fee / account holder | $1,334 | $15,044-91.1% | $12,998-89.7% | $13,397-90.0% |