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 | $328,061 | $109,881+198.6% | $150,045+118.6% | $84,808+286.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.75% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $8,147 | $3,561+128.8% | $4,693+73.6% | $2,631+209.6% |
| Participant deferral / active EE | $10,643 | $6,636+60.4% | $7,997+33.1% | $4,212+152.7% |
| Admin fee / account holder | $28,950 | $8,568+237.9% | $13,435+115.5% | $7,344+294.2% |