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 | $444,428 | $68,346+550.3% | $94,646+369.6% | $75,163+491.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 21.42% | 616.93%-595.5pp | 156.71%-135.3pp | 160.62%-139.2pp |
| Employer contribution / active EE | $23,194 | $2,701+758.8% | $3,672+531.6% | $2,670+768.7% |
| Participant deferral / active EE | $16,762 | $6,537+156.4% | $7,418+126.0% | $4,125+306.3% |
| Admin fee / account holder | $14,007 | $5,326+163.0% | $7,231+93.7% | $5,651+147.9% |