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 | $399,327 | $105,181+279.7% | $159,436+150.5% | $85,850+365.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 38.10% | 45.07%-7.0pp | 263.57%-225.5pp | 318.53%-280.4pp |
| Employer contribution / active EE | $6,587 | $3,318+98.5% | $4,829+36.4% | $2,565+156.8% |
| Participant deferral / active EE | $9,690 | $5,945+63.0% | $7,352+31.8% | $3,952+145.2% |
| Admin fee / account holder | $18,753 | $6,933+170.5% | $10,799+73.7% | $6,260+199.6% |