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 | $269,656 | $118,849+126.9% | $96,562+179.3% | $167,490+61.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 21.99% | 50.49%-28.5pp | 37.78%-15.8pp | 478.56%-456.6pp |
| Employer contribution / active EE | $8,969 | $3,120+187.5% | $2,356+280.6% | $4,837+85.4% |
| Participant deferral / active EE | $9,371 | $4,616+103.0% | $3,849+143.5% | $6,341+47.8% |
| Admin fee / account holder | $15,267 | $8,065+89.3% | $6,181+147.0% | $12,309+24.0% |