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 | $348,007 | $78,422+343.8% | $95,952+262.7% | $79,858+335.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 13.81% | 19.37%-5.6pp | 91.61%-77.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $14,187 | $1,945+629.4% | $2,541+458.3% | $2,471+474.2% |
| Participant deferral / active EE | $6,696 | $3,440+94.7% | $4,167+60.7% | $3,740+79.0% |
| Admin fee / account holder | $12,721 | $5,622+126.3% | $6,795+87.2% | $5,306+139.7% |