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 | $445,429 | $74,661+496.6% | $160,784+177.0% | $67,986+555.2% |
| Participation rate | 99.0% | 57.1%+41.9pp | 77.0%+22.1pp | 57.2%+41.8pp |
| Annual return | 17.95% | 28.83%-10.9pp | 1803.92%-1786.0pp | 31.67%-13.7pp |
| Employer contribution / active EE | $12,981 | $1,829+609.7% | $3,733+247.7% | $2,019+543.0% |
| Participant deferral / active EE | $13,801 | $3,681+275.0% | $6,293+119.3% | $3,358+311.0% |
| Admin fee / account holder | $17,463 | $3,959+341.1% | $9,717+79.7% | $3,203+445.2% |