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 | $295,931 | $78,705+276.0% | $117,854+151.1% | $70,131+322.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 12.80% | 23.30%-10.5pp | 335.08%-322.3pp | 73.14%-60.3pp |
| Employer contribution / active EE | $17,940 | $2,223+706.9% | $3,786+373.8% | $2,342+665.9% |
| Participant deferral / active EE | $2,289 | $3,297-30.6% | $4,482-48.9% | $3,332-31.3% |
| Admin fee / account holder | $11,882 | $5,065+134.6% | $8,020+48.2% | $4,645+155.8% |