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 | $328,479 | $107,334+206.0% | $92,893+253.6% | $152,861+114.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.77% | 145.58%-125.8pp | 109.41%-89.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $12,100 | $4,221+186.7% | $3,653+231.3% | $4,762+154.1% |
| Participant deferral / active EE | $9,725 | $4,845+100.7% | $4,236+129.6% | $5,850+66.2% |
| Admin fee / account holder | $7,169 | $7,079+1.3% | $5,794+23.7% | $11,596-38.2% |