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 | $478,074 | $159,901+199.0% | $146,958+225.3% | $145,922+227.6% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.1pp |
| Annual return | 37.78% | 98.13%-60.4pp | 418.34%-380.6pp | 561.29%-523.5pp |
| Employer contribution / active EE | $13,737 | $5,286+159.9% | $4,933+178.5% | $4,660+194.8% |
| Participant deferral / active EE | $15,254 | $8,428+81.0% | $8,070+89.0% | $6,688+128.1% |
| Admin fee / account holder | $9,619 | $15,044-36.1% | $12,998-26.0% | $13,397-28.2% |