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 | $482,566 | $106,515+353.1% | $96,683+399.1% | $139,434+246.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.29% | 38.43%-21.1pp | 35.69%-18.4pp | 372.94%-355.6pp |
| Employer contribution / active EE | $18,427 | $4,103+349.1% | $3,737+393.1% | $4,751+287.9% |
| Participant deferral / active EE | $3,347 | $5,454-38.6% | $4,878-31.4% | $6,710-50.1% |
| Admin fee / account holder | $13,704 | $7,877+74.0% | $6,730+103.6% | $11,403+20.2% |