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 | $478,885 | $87,733+445.8% | $106,548+349.5% | $85,850+457.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 18.59% | 21.86%-3.3pp | 26.80%-8.2pp | 318.53%-299.9pp |
| Employer contribution / active EE | $9,019 | $2,073+335.1% | $2,819+219.9% | $2,565+251.6% |
| Participant deferral / active EE | $3,390 | $3,469-2.3% | $4,398-22.9% | $3,952-14.2% |
| Admin fee / account holder | $36,122 | $6,767+433.8% | $7,407+387.7% | $6,260+477.0% |