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 | $488,093 | $61,605+692.3% | $112,229+334.9% | $75,163+549.4% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 13.40% | 28.47%-15.1pp | 30.20%-16.8pp | 160.62%-147.2pp |
| Employer contribution / active EE | $14,381 | $2,015+613.6% | $3,430+319.2% | $2,670+438.7% |
| Participant deferral / active EE | $16,645 | $3,108+435.5% | $4,798+246.9% | $4,125+303.5% |
| Admin fee / account holder | $4,583 | $4,862-5.8% | $7,748-40.9% | $5,651-18.9% |