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 | $340,347 | $77,899+336.9% | $149,673+127.4% | $75,163+352.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.37% | 31.72%-12.3pp | 134.42%-115.0pp | 160.62%-141.2pp |
| Employer contribution / active EE | $6,798 | $3,137+116.7% | $4,818+41.1% | $2,670+154.6% |
| Participant deferral / active EE | $5,037 | $3,411+47.7% | $5,680-11.3% | $4,125+22.1% |
| Admin fee / account holder | $7,267 | $5,956+22.0% | $13,210-45.0% | $5,651+28.6% |