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 | $295,029 | $158,398+86.3% | $126,539+133.2% | $142,382+107.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.25% | 593.76%-581.5pp | 425.95%-413.7pp | 217.08%-204.8pp |
| Employer contribution / active EE | $9,166 | $4,650+97.1% | $3,674+149.5% | $4,299+113.2% |
| Participant deferral / active EE | $13,034 | $4,767+173.4% | $4,083+219.2% | $6,507+100.3% |
| Admin fee / account holder | $464 | $6,918-93.3% | $6,065-92.4% | $12,624-96.3% |