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 | $350,890 | $100,041+250.7% | $149,718+134.4% | $70,131+400.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 17.24% | 27.43%-10.2pp | 1501.63%-1484.4pp | 73.14%-55.9pp |
| Employer contribution / active EE | $24,113 | $3,662+558.5% | $5,445+342.9% | $2,342+929.4% |
| Participant deferral / active EE | $15,131 | $4,983+203.7% | $6,569+130.3% | $3,332+354.1% |
| Admin fee / account holder | $1,168 | $8,286-85.9% | $11,283-89.6% | $4,645-74.9% |