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 | $570,254 | $124,281+358.8% | $109,143+422.5% | $167,490+240.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.61% | 26.04%-10.4pp | 25.75%-10.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $18,006 | $4,207+328.0% | $3,722+383.8% | $4,837+272.2% |
| Participant deferral / active EE | $6,683 | $5,255+27.2% | $4,653+43.6% | $6,341+5.4% |
| Admin fee / account holder | $16,660 | $7,970+109.0% | $6,752+146.7% | $12,309+35.3% |