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 | $982,863 | $104,486+840.7% | $76,817+1179.5% | $152,861+543.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 24.07% | 1013.37%-989.3pp | 1166.11%-1142.0pp | 345.32%-321.2pp |
| Employer contribution / active EE | $3,848 | $3,116+23.5% | $2,302+67.2% | $4,762-19.2% |
| Participant deferral / active EE | $16,667 | $4,236+293.5% | $3,336+399.6% | $5,850+184.9% |
| Admin fee / account holder | $4,543 | $12,275-63.0% | $6,420-29.2% | $11,596-60.8% |