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 | $848,903 | $149,734+466.9% | $118,925+613.8% | $158,922+434.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 12.45% | 19.95%-7.5pp | 35.88%-23.4pp | 302.83%-290.4pp |
| Employer contribution / active EE | $24,000 | $4,115+483.2% | $3,263+635.6% | $4,761+404.1% |
| Participant deferral / active EE | $26,000 | $5,223+397.8% | $4,265+509.6% | $5,982+334.6% |
| Admin fee / account holder | $14,152 | $8,603+64.5% | $6,581+115.0% | $11,246+25.8% |