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 | $493,758 | $157,256+214.0% | $141,162+249.8% | $152,861+223.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.19% | 64.32%-47.1pp | 71.39%-54.2pp | 345.32%-328.1pp |
| Employer contribution / active EE | $14,941 | $5,261+184.0% | $4,735+215.5% | $4,762+213.7% |
| Participant deferral / active EE | $10,140 | $7,109+42.6% | $6,709+51.1% | $5,850+73.3% |
| Admin fee / account holder | $7,390 | $12,120-39.0% | $10,261-28.0% | $11,596-36.3% |