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 | $510,151 | $60,124+748.5% | $90,404+464.3% | $79,858+538.8% |
| Participation rate | 96.3% | 65.0%+31.3pp | 72.7%+23.6pp | 69.6%+26.7pp |
| Annual return | 15.24% | 71.94%-56.7pp | 1293.02%-1277.8pp | 31.71%-16.5pp |
| Employer contribution / active EE | $6,113 | $2,068+195.6% | $3,262+87.4% | $2,471+147.4% |
| Participant deferral / active EE | $12,641 | $2,938+330.2% | $3,963+218.9% | $3,740+238.0% |
| Admin fee / account holder | $18,916 | $3,976+375.7% | $5,611+237.1% | $5,306+256.5% |