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 | $510,833 | $165,984+207.8% | $164,813+209.9% | $145,922+250.1% |
| Participation rate | 95.5% | 82.0%+13.5pp | 78.6%+16.9pp | 80.3%+15.2pp |
| Annual return | 10.77% | 100.03%-89.3pp | 69.93%-59.2pp | 561.29%-550.5pp |
| Employer contribution / active EE | $9,279 | $5,273+76.0% | $4,341+113.8% | $4,660+99.1% |
| Participant deferral / active EE | $10,033 | $6,959+44.2% | $6,031+66.3% | $6,688+50.0% |
| Admin fee / account holder | $2,738 | $16,648-83.6% | $12,690-78.4% | $13,397-79.6% |