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 | $690,825 | $95,416+624.0% | $185,823+271.8% | $85,850+704.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.29% | 23.59%-10.3pp | 122.05%-108.8pp | 318.53%-305.2pp |
| Employer contribution / active EE | $37,263 | $3,314+1024.5% | $5,167+621.1% | $2,565+1352.7% |
| Participant deferral / active EE | $16,428 | $3,423+379.9% | $5,568+195.0% | $3,952+315.7% |
| Admin fee / account holder | $86,279 | $7,213+1096.2% | $16,237+431.4% | $6,260+1278.3% |