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 | $385,397 | $111,724+245.0% | $93,606+311.7% | $145,922+164.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 26.61% | 202.98%-176.4pp | 133.20%-106.6pp | 561.29%-534.7pp |
| Employer contribution / active EE | $1,947 | $3,090-37.0% | $2,420-19.5% | $4,660-58.2% |
| Participant deferral / active EE | $6,096 | $4,912+24.1% | $4,411+38.2% | $6,688-8.8% |
| Admin fee / account holder | $13,646 | $10,250+33.1% | $8,285+64.7% | $13,397+1.9% |