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 | $283,890 | $99,020+186.7% | $86,590+227.9% | $147,584+92.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.49% | 1312.34%-1294.9pp | 964.84%-947.4pp | 578.55%-561.1pp |
| Employer contribution / active EE | $45,855 | $3,132+1364.1% | $2,839+1515.0% | $4,876+840.4% |
| Participant deferral / active EE | $17,963 | $3,972+352.2% | $3,609+397.8% | $5,439+230.3% |
| Admin fee / account holder | $2,017 | $5,710-64.7% | $4,906-58.9% | $10,885-81.5% |