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 9-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 | $357,400 | $755,339-52.7% | $379,746-5.9% | $158,922+124.9% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 21.88% | 53.41%-31.5pp | 34.90%-13.0pp | 302.83%-280.9pp |
| Employer contribution / active EE | $37,500 | $4,685+700.4% | $3,540+959.4% | $4,761+687.6% |
| Participant deferral / active EE | $19,500 | $7,938+145.7% | $6,024+223.7% | $5,982+226.0% |
| Admin fee / account holder | $27,800 | $14,482+92.0% | $7,927+250.7% | $11,246+147.2% |