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 | $267,760 | $114,047+134.8% | $96,139+178.5% | $167,490+59.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.57% | 189.88%-174.3pp | 191.94%-176.4pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,426 | $3,427-58.4% | $2,797-49.0% | $4,837-70.5% |
| Participant deferral / active EE | $1,914 | $5,194-63.2% | $4,349-56.0% | $6,341-69.8% |
| Admin fee / account holder | $35,526 | $6,897+415.1% | $5,537+541.6% | $12,309+188.6% |