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 | $459,199 | $91,190+403.6% | $178,490+157.3% | $79,858+475.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.67% | 24.19%-5.5pp | 151.07%-132.4pp | 31.71%-13.0pp |
| Employer contribution / active EE | $21,478 | $3,256+559.7% | $5,011+328.6% | $2,471+769.3% |
| Participant deferral / active EE | $15,636 | $3,236+383.2% | $5,202+200.6% | $3,740+318.1% |
| Admin fee / account holder | $3,488 | $6,751-48.3% | $13,984-75.1% | $5,306-34.3% |