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 | $344,378 | $102,317+236.6% | $146,958+134.3% | $80,856+325.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.98% | 134.76%-122.8pp | 418.34%-406.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $9,150 | $3,713+146.4% | $4,933+85.5% | $2,755+232.2% |
| Participant deferral / active EE | $10,164 | $6,644+53.0% | $8,070+25.9% | $4,296+136.6% |
| Admin fee / account holder | $3,759 | $7,941-52.7% | $12,998-71.1% | $6,918-45.7% |