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 | $404,384 | $118,849+240.2% | $96,562+318.8% | $167,490+141.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.73% | 50.49%-36.8pp | 37.78%-24.1pp | 478.56%-464.8pp |
| Employer contribution / active EE | $16,468 | $3,120+427.9% | $2,356+598.8% | $4,837+240.4% |
| Participant deferral / active EE | $6,206 | $4,616+34.5% | $3,849+61.2% | $6,341-2.1% |
| Admin fee / account holder | $2,491 | $8,065-69.1% | $6,181-59.7% | $12,309-79.8% |