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 | $864,391 | $114,381+655.7% | $107,525+703.9% | $142,382+507.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.64% | 242.71%-230.1pp | 181.32%-168.7pp | 217.08%-204.4pp |
| Employer contribution / active EE | $18,989 | $4,015+373.0% | $3,754+405.9% | $4,299+341.7% |
| Participant deferral / active EE | $11,217 | $5,564+101.6% | $5,116+119.3% | $6,507+72.4% |
| Admin fee / account holder | $30,912 | $9,860+213.5% | $8,919+246.6% | $12,624+144.9% |