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 | $583,352 | $58,879+890.8% | $178,490+226.8% | $73,488+693.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 12.48% | 24.86%-12.4pp | 151.07%-138.6pp | 28.51%-16.0pp |
| Employer contribution / active EE | $13,352 | $2,236+497.1% | $5,011+166.5% | $2,270+488.2% |
| Participant deferral / active EE | $12,312 | $2,567+379.6% | $5,202+136.7% | $3,740+229.2% |
| Admin fee / account holder | $35,048 | $400+8655.2% | $13,984+150.6% | $513+6731.1% |