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 | $367,534 | $77,899+371.8% | $149,673+145.6% | $75,163+389.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.73% | 31.72%-13.0pp | 134.42%-115.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $6,960 | $3,137+121.9% | $4,818+44.5% | $2,670+160.7% |
| Participant deferral / active EE | $4,466 | $3,411+30.9% | $5,680-21.4% | $4,125+8.3% |
| Admin fee / account holder | $13,628 | $5,956+128.8% | $13,210+3.2% | $5,651+141.2% |