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 | $265,848 | $102,317+159.8% | $146,958+80.9% | $80,856+228.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.60% | 134.76%-122.2pp | 418.34%-405.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $8,375 | $3,713+125.5% | $4,933+69.8% | $2,755+204.0% |
| Participant deferral / active EE | $8,848 | $6,644+33.2% | $8,070+9.6% | $4,296+106.0% |
| Admin fee / account holder | $17,802 | $7,941+124.2% | $12,998+37.0% | $6,918+157.3% |