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 | $595,304 | $102,382+481.5% | $147,005+305.0% | $80,874+636.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.18% | 134.89%-121.7pp | 418.76%-405.6pp | 35.62%-22.4pp |
| Employer contribution / active EE | $20,429 | $3,715+449.9% | $4,934+314.0% | $2,756+641.4% |
| Participant deferral / active EE | $10,793 | $6,646+62.4% | $8,070+33.7% | $4,297+151.2% |
| Admin fee / account holder | $30,223 | $7,942+280.5% | $13,006+132.4% | $6,935+335.8% |