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 | $616,710 | $77,899+691.7% | $149,673+312.0% | $75,163+720.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.51% | 31.72%-13.2pp | 134.42%-115.9pp | 160.62%-142.1pp |
| Employer contribution / active EE | $38,964 | $3,137+1141.9% | $4,818+708.8% | $2,670+1359.4% |
| Participant deferral / active EE | $19,688 | $3,411+477.2% | $5,680+246.6% | $4,125+377.3% |
| Admin fee / account holder | $12,409 | $5,956+108.3% | $13,210-6.1% | $5,651+119.6% |