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 | $869,099 | $197,591+339.8% | $177,821+388.7% | $158,922+446.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.52% | 58.76%-44.2pp | 48.32%-33.8pp | 302.83%-288.3pp |
| Employer contribution / active EE | $29,823 | $6,697+345.3% | $5,918+403.9% | $4,761+526.4% |
| Participant deferral / active EE | $22,462 | $8,405+167.2% | $7,714+191.2% | $5,982+275.5% |
| Admin fee / account holder | $45,262 | $15,399+193.9% | $12,427+264.2% | $11,246+302.5% |