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 | $857,706 | $175,202+389.6% | $149,673+473.1% | $139,434+515.1% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 12.79% | 166.71%-153.9pp | 134.42%-121.6pp | 372.94%-360.1pp |
| Employer contribution / active EE | $11,518 | $5,474+110.4% | $4,818+139.1% | $4,751+142.4% |
| Participant deferral / active EE | $16,581 | $6,519+154.4% | $5,680+191.9% | $6,710+147.1% |
| Admin fee / account holder | $87,608 | $16,150+442.5% | $13,210+563.2% | $11,403+668.3% |