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 | $426,621 | $162,781+162.1% | $133,956+218.5% | $158,922+168.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 5.51% | 41.94%-36.4pp | 45.09%-39.6pp | 302.83%-297.3pp |
| Employer contribution / active EE | $21,060 | $4,975+323.3% | $3,919+437.4% | $4,761+342.3% |
| Participant deferral / active EE | $5,200 | $5,911-12.0% | $5,048+3.0% | $5,982-13.1% |
| Admin fee / account holder | $3,660 | $11,736-68.8% | $8,927-59.0% | $11,246-67.5% |