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 | $252,665 | $102,382+146.8% | $147,005+71.9% | $80,874+212.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.94% | 134.89%-123.0pp | 418.76%-406.8pp | 35.62%-23.7pp |
| Employer contribution / active EE | $7,893 | $3,715+112.5% | $4,934+60.0% | $2,756+186.4% |
| Participant deferral / active EE | $10,374 | $6,646+56.1% | $8,070+28.6% | $4,297+141.4% |
| Admin fee / account holder | $15,786 | $7,942+98.8% | $13,006+21.4% | $6,935+127.6% |