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 | $416,320 | $88,672+369.5% | $105,223+295.7% | $82,448+404.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 17.32% | 30.86%-13.5pp | 180.65%-163.3pp | 41.64%-24.3pp |
| Employer contribution / active EE | $13,930 | $3,048+357.0% | $3,689+277.7% | $2,551+446.1% |
| Participant deferral / active EE | $7,412 | $4,036+83.7% | $5,072+46.2% | $4,139+79.1% |
| Admin fee / account holder | $14,071 | $7,146+96.9% | $8,859+58.8% | $7,234+94.5% |