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 | $336,567 | $99,877+237.0% | $84,966+296.1% | $145,922+130.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.09% | 83.76%-65.7pp | 66.38%-48.3pp | 561.29%-543.2pp |
| Employer contribution / active EE | $12,332 | $3,231+281.6% | $2,727+352.2% | $4,660+164.6% |
| Participant deferral / active EE | $6,657 | $5,291+25.8% | $4,519+47.3% | $6,688-0.5% |
| Admin fee / account holder | $1,256 | $7,248-82.7% | $6,149-79.6% | $13,397-90.6% |