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 | $349,452 | $54,705+538.8% | $71,209+390.7% | $84,808+312.1% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 18.20% | 35.90%-17.7pp | 282.51%-264.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $14,753 | $2,158+583.7% | $2,721+442.2% | $2,631+460.7% |
| Participant deferral / active EE | $22,767 | $3,030+651.3% | $4,175+445.3% | $4,212+440.6% |
| Admin fee / account holder | $32,521 | $4,863+568.7% | $5,349+508.0% | $7,344+342.8% |