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 | $608,085 | $112,729+439.4% | $98,716+516.0% | $137,256+343.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 25.53% | 38.48%-13.0pp | 31.81%-6.3pp | 220.34%-194.8pp |
| Employer contribution / active EE | $25,000 | $2,725+817.3% | $2,279+997.2% | $4,156+501.5% |
| Participant deferral / active EE | $26,000 | $4,640+460.3% | $4,048+542.3% | $6,407+305.8% |
| Admin fee / account holder | $530,000 | $10,129+5132.8% | $8,703+5990.0% | $12,270+4219.4% |