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 | $351,768 | $104,486+236.7% | $76,817+357.9% | $152,861+130.1% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 21.31% | 1013.37%-992.1pp | 1166.11%-1144.8pp | 345.32%-324.0pp |
| Employer contribution / active EE | $2,937 | $3,116-5.7% | $2,302+27.6% | $4,762-38.3% |
| Participant deferral / active EE | $5,874 | $4,236+38.7% | $3,336+76.1% | $5,850+0.4% |
| Admin fee / account holder | $5,870 | $12,275-52.2% | $6,420-8.6% | $11,596-49.4% |