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 | $412,841 | $89,355+362.0% | $141,162+192.5% | $72,985+465.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.35% | 111.85%-89.5pp | 71.39%-49.0pp | 81.00%-58.7pp |
| Employer contribution / active EE | $6,993 | $3,114+124.5% | $4,735+47.7% | $2,440+186.6% |
| Participant deferral / active EE | $11,236 | $5,418+107.4% | $6,709+67.5% | $3,607+211.5% |
| Admin fee / account holder | $5,106 | $5,958-14.3% | $10,261-50.2% | $5,124-0.4% |