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 | $779,746 | $159,901+387.6% | $146,958+430.6% | $145,922+434.4% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.2%-11.6pp | 80.3%-9.7pp |
| Annual return | 16.24% | 98.13%-81.9pp | 418.34%-402.1pp | 561.29%-545.0pp |
| Employer contribution / active EE | $6,949 | $5,286+31.5% | $4,933+40.9% | $4,660+49.1% |
| Participant deferral / active EE | $14,814 | $8,428+75.8% | $8,070+83.6% | $6,688+121.5% |
| Admin fee / account holder | $3,804 | $15,044-74.7% | $12,998-70.7% | $13,397-71.6% |