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 | $569,662 | $102,317+456.8% | $146,958+287.6% | $80,856+604.5% |
| Participation rate | 97.4% | 75.8%+21.5pp | 82.2%+15.2pp | 67.6%+29.7pp |
| Annual return | 14.42% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $14,877 | $3,713+300.7% | $4,933+201.6% | $2,755+440.0% |
| Participant deferral / active EE | $12,656 | $6,644+90.5% | $8,070+56.8% | $4,296+194.6% |
| Admin fee / account holder | $6,646 | $7,941-16.3% | $12,998-48.9% | $6,918-3.9% |