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 | $337,900 | $137,414+145.9% | $189,513+78.3% | $85,850+293.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 17.06% | 38.14%-21.1pp | 555.15%-538.1pp | 318.53%-301.5pp |
| Employer contribution / active EE | $17,267 | $4,344+297.5% | $6,162+180.2% | $2,565+573.2% |
| Participant deferral / active EE | $15,097 | $6,260+141.2% | $8,221+83.6% | $3,952+282.0% |
| Admin fee / account holder | $20,657 | $8,630+139.4% | $12,045+71.5% | $6,260+230.0% |