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 | $354,408 | $77,899+355.0% | $149,673+136.8% | $75,163+371.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.44% | 31.72%-12.3pp | 134.42%-115.0pp | 160.62%-141.2pp |
| Employer contribution / active EE | $14,345 | $3,137+357.2% | $4,818+197.8% | $2,670+437.3% |
| Participant deferral / active EE | $8,350 | $3,411+144.8% | $5,680+47.0% | $4,125+102.4% |
| Admin fee / account holder | $4,109 | $5,956-31.0% | $13,210-68.9% | $5,651-27.3% |