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 | $262,639 | $81,208+223.4% | $98,907+165.5% | $79,858+228.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 18.45% | 60.99%-42.5pp | 196.43%-178.0pp | 31.71%-13.3pp |
| Employer contribution / active EE | $7,174 | $1,960+266.1% | $2,689+166.8% | $2,471+190.4% |
| Participant deferral / active EE | $9,001 | $3,265+175.7% | $4,244+112.1% | $3,740+140.7% |
| Admin fee / account holder | $17,501 | $6,013+191.1% | $6,642+163.5% | $5,306+229.8% |