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 | $329,624 | $102,317+222.2% | $146,958+124.3% | $80,856+307.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.51% | 134.76%-121.2pp | 418.34%-404.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $18,265 | $3,713+391.9% | $4,933+270.3% | $2,755+563.0% |
| Participant deferral / active EE | $15,938 | $6,644+139.9% | $8,070+97.5% | $4,296+271.0% |
| Admin fee / account holder | $10,259 | $7,941+29.2% | $12,998-21.1% | $6,918+48.3% |