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 | $807,109 | $102,382+688.3% | $147,005+449.0% | $80,874+898.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 13.68% | 134.89%-121.2pp | 418.76%-405.1pp | 35.62%-21.9pp |
| Employer contribution / active EE | $17,363 | $3,715+367.4% | $4,934+251.9% | $2,756+530.1% |
| Participant deferral / active EE | $11,147 | $6,646+67.7% | $8,070+38.1% | $4,297+159.4% |
| Admin fee / account holder | $30,671 | $7,942+286.2% | $13,006+135.8% | $6,935+342.2% |