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 3-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 | $282,327 | $74,888+277.0% | $71,209+296.5% | $142,382+98.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.78% | 345.14%-325.4pp | 282.51%-262.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $13,451 | $2,854+371.2% | $2,721+394.3% | $4,299+212.9% |
| Participant deferral / active EE | $30,758 | $4,454+590.5% | $4,175+636.7% | $6,507+372.7% |
| Admin fee / account holder | $2,732 | $5,568-50.9% | $5,349-48.9% | $12,624-78.4% |