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 | $608,208 | $76,407+696.0% | $150,298+304.7% | $82,448+637.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.35% | 39.99%-23.6pp | 62.79%-46.4pp | 41.64%-25.3pp |
| Employer contribution / active EE | $35,539 | $2,614+1259.5% | $4,154+755.5% | $2,551+1293.2% |
| Participant deferral / active EE | $19,081 | $3,214+493.6% | $5,453+249.9% | $4,139+361.0% |
| Admin fee / account holder | $49,565 | $6,352+680.3% | $14,116+251.1% | $7,234+585.1% |