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 | $626,348 | $157,256+298.3% | $141,162+343.7% | $152,861+309.8% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 21.90% | 64.32%-42.4pp | 71.39%-49.5pp | 345.32%-323.4pp |
| Employer contribution / active EE | $15,728 | $5,261+199.0% | $4,735+232.2% | $4,762+230.3% |
| Participant deferral / active EE | $6,255 | $7,109-12.0% | $6,709-6.8% | $5,850+6.9% |
| Admin fee / account holder | $9,823 | $12,120-19.0% | $10,261-4.3% | $11,596-15.3% |