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 | $772,204 | $102,317+654.7% | $146,958+425.5% | $80,856+855.0% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.2%+11.4pp | 67.6%+25.9pp |
| Annual return | 14.01% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $7,397 | $3,713+99.2% | $4,933+49.9% | $2,755+168.5% |
| Participant deferral / active EE | $5,984 | $6,644-9.9% | $8,070-25.8% | $4,296+39.3% |
| Admin fee / account holder | $113,681 | $7,941+1331.5% | $12,998+774.6% | $6,918+1543.3% |