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 | $428,461 | $169,032+153.5% | $129,207+231.6% | $145,922+193.6% |
| Participation rate | 88.9% | 76.4%+12.4pp | 69.6%+19.3pp | 80.3%+8.6pp |
| Annual return | 10.40% | 14330.11%-14319.7pp | 9417.33%-9406.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $10,494 | $5,537+89.5% | $4,153+152.7% | $4,660+125.2% |
| Participant deferral / active EE | $4,419 | $4,987-11.4% | $4,168+6.0% | $6,688-33.9% |
| Admin fee / account holder | $127,874 | $9,954+1184.6% | $7,715+1557.5% | $13,397+854.5% |