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 | $345,094 | $157,256+119.4% | $141,162+144.5% | $152,861+125.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.97% | 64.32%-49.4pp | 71.39%-56.4pp | 345.32%-330.4pp |
| Employer contribution / active EE | $23,500 | $5,261+346.7% | $4,735+396.3% | $4,762+393.5% |
| Participant deferral / active EE | $13,047 | $7,109+83.5% | $6,709+94.5% | $5,850+123.0% |
| Admin fee / account holder | $156,698 | $12,120+1192.9% | $10,261+1427.1% | $11,596+1251.3% |