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 | $686,100 | $217,402+215.6% | $185,823+269.2% | $167,490+309.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.88% | 148.36%-135.5pp | 122.05%-109.2pp | 478.56%-465.7pp |
| Employer contribution / active EE | $19,925 | $5,873+239.3% | $5,167+285.6% | $4,837+311.9% |
| Participant deferral / active EE | $29,669 | $6,356+366.8% | $5,568+432.9% | $6,341+367.9% |
| Admin fee / account holder | $54,996 | $19,811+177.6% | $16,237+238.7% | $12,309+346.8% |