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 | $394,689 | $89,355+341.7% | $141,162+179.6% | $72,985+440.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.95% | 111.85%-91.9pp | 71.39%-51.4pp | 81.00%-61.1pp |
| Employer contribution / active EE | $17,212 | $3,114+452.7% | $4,735+263.5% | $2,440+605.4% |
| Participant deferral / active EE | $6,652 | $5,418+22.8% | $6,709-0.8% | $3,607+84.4% |
| Admin fee / account holder | $44,282 | $5,958+643.2% | $10,261+331.5% | $5,124+764.2% |