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 | $531,054 | $157,256+237.7% | $141,162+276.2% | $152,861+247.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 46.26% | 64.32%-18.1pp | 71.39%-25.1pp | 345.32%-299.1pp |
| Employer contribution / active EE | $19,789 | $5,261+276.1% | $4,735+317.9% | $4,762+315.5% |
| Participant deferral / active EE | $4,051 | $7,109-43.0% | $6,709-39.6% | $5,850-30.7% |
| Admin fee / account holder | $7,000 | $12,120-42.2% | $10,261-31.8% | $11,596-39.6% |