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 | $454,641 | $155,788+191.8% | $124,672+264.7% | $167,490+171.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 10.66% | 17.97%-7.3pp | 5142.93%-5132.3pp | 478.56%-467.9pp |
| Employer contribution / active EE | $2,965 | $4,163-28.8% | $3,324-10.8% | $4,837-38.7% |
| Participant deferral / active EE | $12,178 | $5,673+114.6% | $4,614+163.9% | $6,341+92.0% |
| Admin fee / account holder | $165,425 | $9,531+1635.7% | $7,493+2107.8% | $12,309+1243.9% |