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 | $982,155 | $111,535+780.6% | $105,223+833.4% | $137,256+615.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.47% | 237.85%-216.4pp | 180.65%-159.2pp | 220.34%-198.9pp |
| Employer contribution / active EE | $27,402 | $3,939+595.6% | $3,689+642.9% | $4,156+559.3% |
| Participant deferral / active EE | $7,109 | $5,500+29.3% | $5,072+40.2% | $6,407+11.0% |
| Admin fee / account holder | $38,476 | $9,721+295.8% | $8,859+334.3% | $12,270+213.6% |