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 | $675,175 | $163,101+314.0% | $136,749+393.7% | $142,382+374.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.89% | 27.54%-10.7pp | 24.33%-7.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $40,040 | $4,117+872.6% | $3,400+1077.8% | $4,299+831.3% |
| Participant deferral / active EE | $19,290 | $5,585+245.4% | $4,692+311.1% | $6,507+196.4% |
| Admin fee / account holder | $1,093 | $14,318-92.4% | $11,386-90.4% | $12,624-91.3% |