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 | $552,329 | $159,901+245.4% | $146,958+275.8% | $145,922+278.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.01% | 98.13%-84.1pp | 418.34%-404.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $42,815 | $5,286+710.0% | $4,933+768.0% | $4,660+818.9% |
| Participant deferral / active EE | $19,212 | $8,428+127.9% | $8,070+138.1% | $6,688+187.3% |
| Admin fee / account holder | $46,580 | $15,044+209.6% | $12,998+258.4% | $13,397+247.7% |