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 | $285,816 | $114,381+149.9% | $107,525+165.8% | $142,382+100.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.55% | 242.71%-222.2pp | 181.32%-160.8pp | 217.08%-196.5pp |
| Employer contribution / active EE | $20,902 | $4,015+420.7% | $3,754+456.9% | $4,299+386.2% |
| Participant deferral / active EE | $14,722 | $5,564+164.6% | $5,116+187.8% | $6,507+126.2% |
| Admin fee / account holder | $54,182 | $9,860+449.5% | $8,919+507.5% | $12,624+329.2% |