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 | $857,169 | $183,519+367.1% | $155,509+451.2% | $145,922+487.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.55% | 61.17%-51.6pp | 64.67%-55.1pp | 561.29%-551.7pp |
| Employer contribution / active EE | $26,492 | $5,313+398.6% | $4,672+467.0% | $4,660+468.5% |
| Participant deferral / active EE | $14,750 | $6,462+128.2% | $5,626+162.2% | $6,688+120.6% |
| Admin fee / account holder | $269,004 | $19,313+1292.9% | $15,912+1590.6% | $13,397+1907.9% |