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 | $549,660 | $209,336+162.6% | $197,124+178.8% | $137,256+300.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.50% | 48.09%-29.6pp | 44.34%-25.8pp | 220.34%-201.8pp |
| Employer contribution / active EE | $40,643 | $6,591+516.7% | $6,227+552.7% | $4,156+877.9% |
| Participant deferral / active EE | $18,525 | $9,614+92.7% | $9,135+102.8% | $6,407+189.1% |
| Admin fee / account holder | $32,871 | $17,308+89.9% | $16,298+101.7% | $12,270+167.9% |