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 | $447,815 | $152,587+193.5% | $125,175+257.8% | $152,861+193.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 30.03% | 54.84%-24.8pp | 43.79%-13.8pp | 345.32%-315.3pp |
| Employer contribution / active EE | $7,163 | $4,946+44.8% | $3,865+85.3% | $4,762+50.4% |
| Participant deferral / active EE | $13,462 | $5,868+129.4% | $4,937+172.7% | $5,850+130.1% |
| Admin fee / account holder | $2,869 | $13,434-78.6% | $9,702-70.4% | $11,596-75.3% |