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 | $667,876 | $90,503+638.0% | $78,689+748.8% | $273,961+143.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 12.96% | 75.60%-62.6pp | 62.18%-49.2pp | 41.45%-28.5pp |
| Employer contribution / active EE | $7,000 | $3,176+120.4% | $2,851+145.6% | $4,869+43.8% |
| Participant deferral / active EE | $12,300 | $3,901+215.3% | $3,517+249.7% | $5,287+132.6% |
| Admin fee / account holder | $9,812 | $5,263+86.4% | $4,510+117.5% | $10,132-3.2% |