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 | $851,418 | $159,901+432.5% | $146,958+479.4% | $145,922+483.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.34% | 98.13%-81.8pp | 418.34%-402.0pp | 561.29%-544.9pp |
| Employer contribution / active EE | $28,413 | $5,286+437.5% | $4,933+476.0% | $4,660+509.8% |
| Participant deferral / active EE | $25,000 | $8,428+196.6% | $8,070+209.8% | $6,688+273.8% |
| Admin fee / account holder | $26,940 | $15,044+79.1% | $12,998+107.3% | $13,397+101.1% |