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 | $286,785 | $77,419+270.4% | $69,455+312.9% | $152,861+87.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 19.02% | 39.06%-20.0pp | 28.97%-10.0pp | 345.32%-326.3pp |
| Employer contribution / active EE | $8,023 | $3,315+142.0% | $2,779+188.7% | $4,762+68.5% |
| Participant deferral / active EE | $3,367 | $4,414-23.7% | $3,535-4.8% | $5,850-42.5% |
| Admin fee / account holder | $47,753 | $6,207+669.4% | $3,839+1143.8% | $11,596+311.8% |