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 | $327,291 | $105,181+211.2% | $159,436+105.3% | $85,850+281.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.09% | 45.07%-31.0pp | 263.57%-249.5pp | 318.53%-304.4pp |
| Employer contribution / active EE | $14,769 | $3,318+345.1% | $4,829+205.8% | $2,565+475.8% |
| Participant deferral / active EE | $9,852 | $5,945+65.7% | $7,352+34.0% | $3,952+149.3% |
| Admin fee / account holder | $21,494 | $6,933+210.0% | $10,799+99.0% | $6,260+243.4% |