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 | $713,714 | $93,571+662.8% | $135,903+425.2% | $75,163+849.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.46% | 30.90%-12.4pp | 68.23%-49.8pp | 160.62%-142.2pp |
| Employer contribution / active EE | $21,398 | $3,537+505.0% | $4,856+340.6% | $2,670+701.5% |
| Participant deferral / active EE | $15,116 | $6,404+136.0% | $7,758+94.9% | $4,125+266.4% |
| Admin fee / account holder | $151,918 | $6,975+2077.9% | $10,762+1311.6% | $5,651+2588.4% |