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 | $374,338 | $110,809+237.8% | $86,874+330.9% | $167,490+123.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 8.64% | 116.98%-108.3pp | 63.52%-54.9pp | 478.56%-469.9pp |
| Employer contribution / active EE | $21,944 | $3,244+576.5% | $2,495+779.4% | $4,837+353.6% |
| Participant deferral / active EE | $11,767 | $4,546+158.8% | $3,699+218.1% | $6,341+85.6% |
| Admin fee / account holder | $3,949 | $8,415-53.1% | $5,828-32.2% | $12,309-67.9% |