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 | $868,392 | $91,037+853.9% | $71,671+1111.6% | $147,584+488.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 14.68% | 20.48%-5.8pp | 20.65%-6.0pp | 578.55%-563.9pp |
| Employer contribution / active EE | $23,239 | $3,327+598.4% | $2,460+844.7% | $4,876+376.6% |
| Participant deferral / active EE | $3,740 | $4,498-16.9% | $3,438+8.8% | $5,439-31.2% |
| Admin fee / account holder | $16,530 | $8,613+91.9% | $5,558+197.4% | $10,885+51.9% |