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 | $256,356 | $89,355+186.9% | $141,162+81.6% | $72,985+251.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.10% | 111.85%-90.8pp | 71.39%-50.3pp | 81.00%-59.9pp |
| Employer contribution / active EE | $7,850 | $3,114+152.1% | $4,735+65.8% | $2,440+221.7% |
| Participant deferral / active EE | $4,812 | $5,418-11.2% | $6,709-28.3% | $3,607+33.4% |
| Admin fee / account holder | $3,673 | $5,958-38.4% | $10,261-64.2% | $5,124-28.3% |