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 | $383,928 | $85,202+350.6% | $172,739+122.3% | $72,985+426.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.66% | 27.32%-8.7pp | 802.84%-784.2pp | 81.00%-62.3pp |
| Employer contribution / active EE | $16,074 | $3,324+383.5% | $5,143+212.5% | $2,440+558.8% |
| Participant deferral / active EE | $2,379 | $3,260-27.0% | $5,198-54.2% | $3,607-34.1% |
| Admin fee / account holder | $6,212 | $5,884+5.6% | $13,954-55.5% | $5,124+21.2% |