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 | $453,531 | $150,440+201.5% | $136,294+232.8% | $147,584+207.3% |
| Participation rate | 84.2% | 84.4%-0.2pp | 81.9%+2.3pp | 82.8%+1.4pp |
| Annual return | 11.87% | 1049.08%-1037.2pp | 5155.94%-5144.1pp | 578.55%-566.7pp |
| Employer contribution / active EE | $5,331 | $5,256+1.4% | $4,695+13.5% | $4,876+9.3% |
| Participant deferral / active EE | $8,984 | $6,630+35.5% | $6,247+43.8% | $5,439+65.2% |
| Admin fee / account holder | $4,256 | $10,905-61.0% | $9,243-54.0% | $10,885-60.9% |