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 | $338,485 | $103,376+227.4% | $87,100+288.6% | $152,861+121.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 20.66% | 28.10%-7.4pp | 28.19%-7.5pp | 345.32%-324.7pp |
| Employer contribution / active EE | $4,306 | $3,220+33.7% | $2,521+70.8% | $4,762-9.6% |
| Participant deferral / active EE | $6,385 | $4,778+33.6% | $4,049+57.7% | $5,850+9.1% |
| Admin fee / account holder | $32,088 | $12,205+162.9% | $7,497+328.0% | $11,596+176.7% |