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 | $378,164 | $100,852+275.0% | $90,404+318.3% | $158,922+138.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.84% | 1724.20%-1702.4pp | 1293.02%-1271.2pp | 302.83%-281.0pp |
| Employer contribution / active EE | $8,792 | $3,689+138.4% | $3,262+169.5% | $4,761+84.7% |
| Participant deferral / active EE | $8,837 | $4,348+103.3% | $3,963+123.0% | $5,982+47.7% |
| Admin fee / account holder | $3,361 | $6,501-48.3% | $5,611-40.1% | $11,246-70.1% |