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 | $346,421 | $104,907+230.2% | $84,611+309.4% | $152,861+126.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 14.93% | 373.79%-358.9pp | 258.74%-243.8pp | 345.32%-330.4pp |
| Employer contribution / active EE | $19,842 | $3,302+501.0% | $2,652+648.1% | $4,762+316.6% |
| Participant deferral / active EE | $12,500 | $4,688+166.7% | $3,899+220.6% | $5,850+113.7% |
| Admin fee / account holder | $1,379 | $6,241-77.9% | $4,912-71.9% | $11,596-88.1% |