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 | $498,862 | $202,318+146.6% | $172,739+188.8% | $152,861+226.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.89% | 1029.65%-1009.8pp | 802.84%-783.0pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,377 | $5,856-76.5% | $5,143-73.2% | $4,762-71.1% |
| Participant deferral / active EE | $8,410 | $5,948+41.4% | $5,198+61.8% | $5,850+43.8% |
| Admin fee / account holder | $1,806 | $17,109-89.4% | $13,954-87.1% | $11,596-84.4% |