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 | $316,701 | $155,788+103.3% | $124,672+154.0% | $167,490+89.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 26.88% | 17.97%+8.9pp | 5142.93%-5116.1pp | 478.56%-451.7pp |
| Employer contribution / active EE | $17,174 | $4,163+312.5% | $3,324+416.7% | $4,837+255.0% |
| Participant deferral / active EE | $19,500 | $5,673+243.7% | $4,614+322.6% | $6,341+207.5% |
| Admin fee / account holder | $1,500 | $9,531-84.3% | $7,493-80.0% | $12,309-87.8% |