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 | $259,140 | $85,202+204.1% | $172,739+50.0% | $72,985+255.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.03% | 27.32%-8.3pp | 802.84%-783.8pp | 81.00%-62.0pp |
| Employer contribution / active EE | $5,907 | $3,324+77.7% | $5,143+14.9% | $2,440+142.1% |
| Participant deferral / active EE | $6,265 | $3,260+92.2% | $5,198+20.5% | $3,607+73.7% |
| Admin fee / account holder | $20,810 | $5,884+253.7% | $13,954+49.1% | $5,124+306.1% |