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 | $466,621 | $159,934+191.8% | $147,005+217.4% | $145,959+219.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.34% | 98.24%-82.9pp | 418.76%-403.4pp | 561.95%-546.6pp |
| Employer contribution / active EE | $12,272 | $5,287+132.1% | $4,934+148.7% | $4,661+163.3% |
| Participant deferral / active EE | $17,734 | $8,427+110.4% | $8,070+119.8% | $6,689+165.1% |
| Admin fee / account holder | $45,353 | $15,053+201.3% | $13,006+248.7% | $13,398+238.5% |