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 | $872,999 | $159,934+445.8% | $147,005+493.9% | $145,959+498.1% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+15.0pp |
| Annual return | 12.16% | 98.24%-86.1pp | 418.76%-406.6pp | 561.95%-549.8pp |
| Employer contribution / active EE | $10,885 | $5,287+105.9% | $4,934+120.6% | $4,661+133.5% |
| Participant deferral / active EE | $7,043 | $8,427-16.4% | $8,070-12.7% | $6,689+5.3% |
| Admin fee / account holder | $28,028 | $15,053+86.2% | $13,006+115.5% | $13,398+109.2% |