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 | $250,078 | $89,355+179.9% | $141,162+77.2% | $72,985+242.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.66% | 111.85%-90.2pp | 71.39%-49.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $6,184 | $3,114+98.6% | $4,735+30.6% | $2,440+153.5% |
| Participant deferral / active EE | $8,999 | $5,418+66.1% | $6,709+34.1% | $3,607+149.5% |
| Admin fee / account holder | $8,636 | $5,958+45.0% | $10,261-15.8% | $5,124+68.5% |