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 | $289,399 | $102,317+182.8% | $146,958+96.9% | $80,856+257.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.59% | 134.76%-119.2pp | 418.34%-402.8pp | 35.59%-20.0pp |
| Employer contribution / active EE | $9,519 | $3,713+156.4% | $4,933+93.0% | $2,755+245.5% |
| Participant deferral / active EE | $11,850 | $6,644+78.4% | $8,070+46.8% | $4,296+175.8% |
| Admin fee / account holder | $67,034 | $7,941+744.1% | $12,998+415.7% | $6,918+869.0% |