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 | $878,032 | $108,919+706.1% | $100,391+774.6% | $145,922+501.7% |
| Participation rate | 92.9% | 82.9%+9.9pp | 81.5%+11.4pp | 80.3%+12.6pp |
| Annual return | 14.15% | 57.88%-43.7pp | 49.20%-35.0pp | 561.29%-547.1pp |
| Employer contribution / active EE | $16,062 | $4,419+263.5% | $3,942+307.5% | $4,660+244.7% |
| Participant deferral / active EE | $16,998 | $8,445+101.3% | $8,082+110.3% | $6,688+154.2% |
| Admin fee / account holder | $15,434 | $9,689+59.3% | $7,899+95.4% | $13,397+15.2% |