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 | $819,277 | $210,648+288.9% | $177,989+360.3% | $145,922+461.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.78% | 385.86%-370.1pp | 294.48%-278.7pp | 561.29%-545.5pp |
| Employer contribution / active EE | $30,628 | $4,565+571.0% | $3,949+675.7% | $4,660+557.3% |
| Participant deferral / active EE | $16,623 | $6,958+138.9% | $6,276+164.9% | $6,688+148.6% |
| Admin fee / account holder | $5,775 | $12,013-51.9% | $10,363-44.3% | $13,397-56.9% |