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 | $453,850 | $77,899+482.6% | $149,673+203.2% | $75,163+503.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.57% | 31.72%-14.2pp | 134.42%-116.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $27,984 | $3,137+792.0% | $4,818+480.9% | $2,670+948.2% |
| Participant deferral / active EE | $18,653 | $3,411+446.8% | $5,680+228.4% | $4,125+352.2% |
| Admin fee / account holder | $7,820 | $5,956+31.3% | $13,210-40.8% | $5,651+38.4% |