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 | $431,119 | $91,190+372.8% | $178,490+141.5% | $79,858+439.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 21.90% | 24.19%-2.3pp | 151.07%-129.2pp | 31.71%-9.8pp |
| Employer contribution / active EE | $23,753 | $3,256+629.5% | $5,011+374.0% | $2,471+861.3% |
| Participant deferral / active EE | $12,939 | $3,236+299.8% | $5,202+148.8% | $3,740+246.0% |
| Admin fee / account holder | $20,334 | $6,751+201.2% | $13,984+45.4% | $5,306+283.2% |