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 | $840,093 | $154,228+444.7% | $145,433+477.6% | $137,256+512.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.83% | 74.59%-59.8pp | 66.58%-51.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $15,955 | $4,804+232.1% | $4,554+250.3% | $4,156+283.9% |
| Participant deferral / active EE | $21,408 | $8,216+160.5% | $7,897+171.1% | $6,407+234.1% |
| Admin fee / account holder | $17,298 | $14,344+20.6% | $13,129+31.8% | $12,270+41.0% |