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 | $307,492 | $80,812+280.5% | $160,784+91.2% | $82,448+273.0% |
| Participation rate | 71.4% | 66.2%+5.2pp | 77.0%-5.5pp | 68.1%+3.4pp |
| Annual return | 17.21% | 100.59%-83.4pp | 1803.92%-1786.7pp | 41.64%-24.4pp |
| Employer contribution / active EE | $5,770 | $2,174+165.4% | $3,733+54.6% | $2,551+126.2% |
| Participant deferral / active EE | $10,604 | $4,335+144.6% | $6,293+68.5% | $4,139+156.2% |
| Admin fee / account holder | $15,084 | $7,695+96.0% | $9,717+55.2% | $7,234+108.5% |