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 | $836,248 | $217,402+284.7% | $185,823+350.0% | $167,490+399.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.80% | 148.36%-131.6pp | 122.05%-105.2pp | 478.56%-461.8pp |
| Employer contribution / active EE | $1,817 | $5,873-69.1% | $5,167-64.8% | $4,837-62.4% |
| Participant deferral / active EE | $2,348 | $6,356-63.1% | $5,568-57.8% | $6,341-63.0% |
| Admin fee / account holder | $2,566 | $19,811-87.0% | $16,237-84.2% | $12,309-79.2% |