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 | $443,002 | $112,729+293.0% | $98,716+348.8% | $137,256+222.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 20.37% | 38.48%-18.1pp | 31.81%-11.4pp | 220.34%-200.0pp |
| Employer contribution / active EE | $17,612 | $2,725+546.2% | $2,279+672.9% | $4,156+323.8% |
| Participant deferral / active EE | $14,554 | $4,640+213.6% | $4,048+259.6% | $6,407+127.2% |
| Admin fee / account holder | $1,895 | $10,129-81.3% | $8,703-78.2% | $12,270-84.6% |