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 | $408,617 | $176,812+131.1% | $146,665+178.6% | $167,490+144.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.83% | 24.03%-12.2pp | 22.74%-10.9pp | 478.56%-466.7pp |
| Employer contribution / active EE | $18,182 | $5,160+252.4% | $4,136+339.6% | $4,837+275.9% |
| Participant deferral / active EE | $4,590 | $6,440-28.7% | $5,506-16.6% | $6,341-27.6% |
| Admin fee / account holder | $19,565 | $13,259+47.6% | $10,280+90.3% | $12,309+58.9% |