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 | $473,585 | $89,355+430.0% | $141,162+235.5% | $72,985+548.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.45% | 111.85%-89.4pp | 71.39%-48.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $18,441 | $3,114+492.1% | $4,735+289.5% | $2,440+655.8% |
| Participant deferral / active EE | $6,614 | $5,418+22.1% | $6,709-1.4% | $3,607+83.3% |
| Admin fee / account holder | $19,523 | $5,958+227.7% | $10,261+90.3% | $5,124+281.0% |