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 | $345,687 | $107,334+222.1% | $92,893+272.1% | $152,861+126.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.16% | 145.58%-123.4pp | 109.41%-87.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $9,188 | $4,221+117.7% | $3,653+151.5% | $4,762+92.9% |
| Participant deferral / active EE | $11,961 | $4,845+146.9% | $4,236+182.4% | $5,850+104.5% |
| Admin fee / account holder | $80,018 | $7,079+1030.3% | $5,794+1281.1% | $11,596+590.0% |