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 | $624,458 | $95,803+551.8% | $113,168+451.8% | $84,808+636.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 14.84% | 25.00%-10.2pp | 24.27%-9.4pp | 40.90%-26.1pp |
| Employer contribution / active EE | $17,087 | $2,360+624.0% | $2,975+474.3% | $2,631+549.4% |
| Participant deferral / active EE | $9,659 | $4,242+127.7% | $5,107+89.1% | $4,212+129.3% |
| Admin fee / account holder | $158,161 | $8,989+1659.5% | $12,068+1210.6% | $7,344+2053.7% |