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 | $414,419 | $103,376+300.9% | $87,100+375.8% | $152,861+171.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 19.84% | 28.10%-8.3pp | 28.19%-8.4pp | 345.32%-325.5pp |
| Employer contribution / active EE | $10,906 | $3,220+238.7% | $2,521+332.5% | $4,762+129.0% |
| Participant deferral / active EE | $9,865 | $4,778+106.5% | $4,049+143.7% | $5,850+68.6% |
| Admin fee / account holder | $5,343 | $12,205-56.2% | $7,497-28.7% | $11,596-53.9% |