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 | $288,604 | $85,202+238.7% | $172,739+67.1% | $72,985+295.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.48% | 27.32%-6.8pp | 802.84%-782.4pp | 81.00%-60.5pp |
| Employer contribution / active EE | $7,297 | $3,324+119.5% | $5,143+41.9% | $2,440+199.1% |
| Participant deferral / active EE | $7,240 | $3,260+122.1% | $5,198+39.3% | $3,607+100.7% |
| Admin fee / account holder | $6,195 | $5,884+5.3% | $13,954-55.6% | $5,124+20.9% |