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 | $357,668 | $102,317+249.6% | $146,958+143.4% | $80,856+342.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.46% | 134.76%-119.3pp | 418.34%-402.9pp | 35.59%-20.1pp |
| Employer contribution / active EE | $12,902 | $3,713+247.5% | $4,933+161.6% | $2,755+368.3% |
| Participant deferral / active EE | $5,201 | $6,644-21.7% | $8,070-35.6% | $4,296+21.1% |
| Admin fee / account holder | $6,955 | $7,941-12.4% | $12,998-46.5% | $6,918+0.5% |