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 | $490,056 | $154,117+218.0% | $129,995+277.0% | $139,434+251.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.72% | 32.48%-20.8pp | -137.18%+148.9pp | 372.94%-361.2pp |
| Employer contribution / active EE | $13,477 | $5,289+154.8% | $4,320+212.0% | $4,751+183.7% |
| Participant deferral / active EE | $10,726 | $6,710+59.8% | $5,820+84.3% | $6,710+59.8% |
| Admin fee / account holder | $12,022 | $14,007-14.2% | $10,614+13.3% | $11,403+5.4% |