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 | $301,914 | $89,355+237.9% | $141,162+113.9% | $72,985+313.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.18% | 111.85%-89.7pp | 71.39%-49.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $7,105 | $3,114+128.1% | $4,735+50.1% | $2,440+191.2% |
| Participant deferral / active EE | $9,013 | $5,418+66.4% | $6,709+34.3% | $3,607+149.9% |
| Admin fee / account holder | $53,809 | $5,958+803.1% | $10,261+424.4% | $5,124+950.1% |