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 | $853,321 | $102,616+731.6% | $81,983+940.9% | $158,922+436.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 13.20% | 61.04%-47.8pp | 41.31%-28.1pp | 302.83%-289.6pp |
| Employer contribution / active EE | $26,081 | $3,240+705.0% | $2,498+944.1% | $4,761+447.8% |
| Participant deferral / active EE | $13,000 | $4,648+179.7% | $3,722+249.3% | $5,982+117.3% |
| Admin fee / account holder | $40,959 | $8,235+397.4% | $5,664+623.2% | $11,246+264.2% |