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 | $430,008 | $117,841+264.9% | $102,423+319.8% | $145,922+194.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.43% | 31.65%-13.2pp | 29.32%-10.9pp | 561.29%-542.9pp |
| Employer contribution / active EE | $14,150 | $3,615+291.5% | $3,023+368.0% | $4,660+203.7% |
| Participant deferral / active EE | $14,069 | $5,731+145.5% | $5,053+178.4% | $6,688+110.4% |
| Admin fee / account holder | $1,819 | $13,326-86.3% | $9,451-80.8% | $13,397-86.4% |