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 7-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 | $666,025 | $159,901+316.5% | $146,958+353.2% | $145,922+356.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 16.84% | 98.13%-81.3pp | 418.34%-401.5pp | 561.29%-544.4pp |
| Employer contribution / active EE | $1,180 | $5,286-77.7% | $4,933-76.1% | $4,660-74.7% |
| Participant deferral / active EE | $8,043 | $8,428-4.6% | $8,070-0.3% | $6,688+20.3% |
| Admin fee / account holder | $18,516 | $15,044+23.1% | $12,998+42.5% | $13,397+38.2% |