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 | $266,982 | $91,190+192.8% | $178,490+49.6% | $79,858+234.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.78% | 24.19%-10.4pp | 151.07%-137.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $5,985 | $3,256+83.8% | $5,011+19.5% | $2,471+142.2% |
| Participant deferral / active EE | $12,047 | $3,236+272.3% | $5,202+131.6% | $3,740+222.1% |
| Admin fee / account holder | $2,004 | $6,751-70.3% | $13,984-85.7% | $5,306-62.2% |