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 | $511,384 | $110,809+361.5% | $86,874+488.6% | $167,490+205.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 13.67% | 116.98%-103.3pp | 63.52%-49.8pp | 478.56%-464.9pp |
| Employer contribution / active EE | $6,264 | $3,244+93.1% | $2,495+151.0% | $4,837+29.5% |
| Participant deferral / active EE | $9,024 | $4,546+98.5% | $3,699+144.0% | $6,341+42.3% |
| Admin fee / account holder | $38,205 | $8,415+354.0% | $5,828+555.5% | $12,309+210.4% |