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 | $428,561 | $110,502+287.8% | $80,716+431.0% | $167,490+155.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 9.82% | 120.54%-110.7pp | 87.28%-77.5pp | 478.56%-468.7pp |
| Employer contribution / active EE | $4,363 | $1,543+182.8% | $1,160+276.1% | $4,837-9.8% |
| Participant deferral / active EE | $4,698 | $2,871+63.7% | $2,146+119.0% | $6,341-25.9% |
| Admin fee / account holder | $1,865 | $4,545-59.0% | $3,380-44.8% | $12,309-84.8% |