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 | $409,335 | $77,314+429.4% | $177,989+130.0% | $80,856+406.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 14.17% | 18.09%-3.9pp | 294.48%-280.3pp | 35.59%-21.4pp |
| Employer contribution / active EE | $8,823 | $2,292+285.0% | $3,949+123.5% | $2,755+220.3% |
| Participant deferral / active EE | $15,697 | $4,411+255.9% | $6,276+150.1% | $4,296+265.4% |
| Admin fee / account holder | $97,859 | $7,191+1260.9% | $10,363+844.3% | $6,918+1314.6% |