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 | $377,489 | $99,652+278.8% | $78,778+379.2% | $147,584+155.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.96% | 47.28%-33.3pp | 35.62%-21.7pp | 578.55%-564.6pp |
| Employer contribution / active EE | $38,125 | $2,796+1263.7% | $1,986+1820.0% | $4,876+681.8% |
| Participant deferral / active EE | $16,500 | $3,664+350.4% | $2,958+457.8% | $5,439+203.4% |
| Admin fee / account holder | $1,758 | $7,155-75.4% | $5,134-65.8% | $10,885-83.9% |