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 | $478,302 | $118,450+303.8% | $98,439+385.9% | $139,434+243.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 11.33% | 18.94%-7.6pp | 21.16%-9.8pp | 372.94%-361.6pp |
| Employer contribution / active EE | $12,950 | $3,609+258.8% | $3,048+324.9% | $4,751+172.6% |
| Participant deferral / active EE | $6,478 | $5,392+20.1% | $4,738+36.7% | $6,710-3.5% |
| Admin fee / account holder | $7,880 | $14,026-43.8% | $8,948-11.9% | $11,403-30.9% |