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 | $647,626 | $114,381+466.2% | $107,525+502.3% | $142,382+354.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.54% | 242.71%-228.2pp | 181.32%-166.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $22,115 | $4,015+450.9% | $3,754+489.2% | $4,299+414.4% |
| Participant deferral / active EE | $16,648 | $5,564+199.2% | $5,116+225.4% | $6,507+155.8% |
| Admin fee / account holder | $12,795 | $9,860+29.8% | $8,919+43.5% | $12,624+1.4% |