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 | $372,863 | $95,416+290.8% | $185,823+100.7% | $85,850+334.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.30% | 23.59%-6.3pp | 122.05%-104.7pp | 318.53%-301.2pp |
| Employer contribution / active EE | $10,202 | $3,314+207.9% | $5,167+97.4% | $2,565+297.7% |
| Participant deferral / active EE | $6,648 | $3,423+94.2% | $5,568+19.4% | $3,952+68.2% |
| Admin fee / account holder | $51,987 | $7,213+620.8% | $16,237+220.2% | $6,260+730.5% |