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 | $496,464 | $115,770+328.8% | $101,248+390.3% | $158,922+212.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.01% | 56.14%-32.1pp | 46.47%-22.5pp | 302.83%-278.8pp |
| Employer contribution / active EE | $20,490 | $4,175+390.8% | $3,660+459.9% | $4,761+330.3% |
| Participant deferral / active EE | $14,462 | $4,957+191.7% | $4,370+230.9% | $5,982+141.8% |
| Admin fee / account holder | $4,316 | $7,245-40.4% | $5,945-27.4% | $11,246-61.6% |