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 | $578,319 | $167,484+245.3% | $151,611+281.4% | $134,475+330.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.81% | 7.80%-24.6pp | 3.33%-20.1pp | 417.96%-434.8pp |
| Employer contribution / active EE | $12,000 | $6,829+75.7% | $6,166+94.6% | $4,740+153.2% |
| Participant deferral / active EE | $14,770 | $8,986+64.4% | $8,363+76.6% | $6,400+130.8% |
| Admin fee / account holder | $24,011 | $13,783+74.2% | $11,616+106.7% | $11,426+110.1% |