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 | $596,405 | $85,202+600.0% | $172,739+245.3% | $72,985+717.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.04% | 27.32%-5.3pp | 802.84%-780.8pp | 81.00%-59.0pp |
| Employer contribution / active EE | $43,191 | $3,324+1199.2% | $5,143+739.8% | $2,440+1670.2% |
| Participant deferral / active EE | $2,406 | $3,260-26.2% | $5,198-53.7% | $3,607-33.3% |
| Admin fee / account holder | $24,089 | $5,884+309.4% | $13,954+72.6% | $5,124+370.1% |