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 | $475,473 | $159,934+197.3% | $147,005+223.4% | $145,959+225.8% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 15.45% | 98.24%-82.8pp | 418.76%-403.3pp | 561.95%-546.5pp |
| Employer contribution / active EE | $7,445 | $5,287+40.8% | $4,934+50.9% | $4,661+59.7% |
| Participant deferral / active EE | $17,318 | $8,427+105.5% | $8,070+114.6% | $6,689+158.9% |
| Admin fee / account holder | $82,570 | $15,053+448.5% | $13,006+534.8% | $13,398+516.3% |