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 | $272,991 | $78,672+247.0% | $109,143+150.1% | $85,850+218.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 17.11% | 25.09%-8.0pp | 25.75%-8.6pp | 318.53%-301.4pp |
| Employer contribution / active EE | $7,243 | $2,735+164.8% | $3,722+94.6% | $2,565+182.4% |
| Participant deferral / active EE | $10,444 | $3,467+201.2% | $4,653+124.5% | $3,952+164.3% |
| Admin fee / account holder | $5,786 | $5,469+5.8% | $6,752-14.3% | $6,260-7.6% |