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 | $741,222 | $105,181+604.7% | $159,436+364.9% | $85,850+763.4% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.8%+14.9pp | 69.3%+28.4pp |
| Annual return | 13.31% | 45.07%-31.8pp | 263.57%-250.3pp | 318.53%-305.2pp |
| Employer contribution / active EE | $9,151 | $3,318+175.8% | $4,829+89.5% | $2,565+256.8% |
| Participant deferral / active EE | $10,738 | $5,945+80.6% | $7,352+46.1% | $3,952+171.7% |
| Admin fee / account holder | $11,316 | $6,933+63.2% | $10,799+4.8% | $6,260+80.8% |