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 | $399,418 | $144,119+177.1% | $117,854+238.9% | $147,584+170.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.24% | 531.15%-513.9pp | 335.08%-317.8pp | 578.55%-561.3pp |
| Employer contribution / active EE | $9,283 | $4,896+89.6% | $3,786+145.2% | $4,876+90.4% |
| Participant deferral / active EE | $8,659 | $5,316+62.9% | $4,482+93.2% | $5,439+59.2% |
| Admin fee / account holder | $12,717 | $10,886+16.8% | $8,020+58.6% | $10,885+16.8% |