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 | $517,926 | $169,032+206.4% | $129,207+300.8% | $145,922+254.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.11% | 14330.11%-14314.0pp | 9417.33%-9401.2pp | 561.29%-545.2pp |
| Employer contribution / active EE | $20,000 | $5,537+261.2% | $4,153+381.6% | $4,660+329.2% |
| Participant deferral / active EE | $11,250 | $4,987+125.6% | $4,168+169.9% | $6,688+68.2% |
| Admin fee / account holder | $1,314 | $9,954-86.8% | $7,715-83.0% | $13,397-90.2% |