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 | $340,284 | $107,334+217.0% | $92,893+266.3% | $152,861+122.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.02% | 145.58%-128.6pp | 109.41%-92.4pp | 345.32%-328.3pp |
| Employer contribution / active EE | $24,096 | $4,221+470.9% | $3,653+559.7% | $4,762+406.0% |
| Participant deferral / active EE | $7,351 | $4,845+51.7% | $4,236+73.5% | $5,850+25.6% |
| Admin fee / account holder | $22,328 | $7,079+215.4% | $5,794+285.4% | $11,596+92.5% |