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 | $428,610 | $202,318+111.9% | $172,739+148.1% | $152,861+180.4% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 17.34% | 1029.65%-1012.3pp | 802.84%-785.5pp | 345.32%-328.0pp |
| Employer contribution / active EE | $10,698 | $5,856+82.7% | $5,143+108.0% | $4,762+124.6% |
| Participant deferral / active EE | $4,960 | $5,948-16.6% | $5,198-4.6% | $5,850-15.2% |
| Admin fee / account holder | $912 | $17,109-94.7% | $13,954-93.5% | $11,596-92.1% |