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 | $395,459 | $72,071+448.7% | $68,368+478.4% | $137,256+188.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.24% | 353.14%-337.9pp | 292.57%-277.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $15,786 | $2,788+466.2% | $2,649+495.9% | $4,156+279.8% |
| Participant deferral / active EE | $6,901 | $4,410+56.5% | $4,123+67.4% | $6,407+7.7% |
| Admin fee / account holder | $6,118 | $5,336+14.7% | $5,150+18.8% | $12,270-50.1% |