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 | $279,235 | $136,179+105.0% | $98,755+182.8% | $167,490+66.7% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 13.62% | 67.53%-53.9pp | 49.91%-36.3pp | 478.56%-464.9pp |
| Employer contribution / active EE | $7,191 | $2,631+173.3% | $2,067+247.8% | $4,837+48.7% |
| Participant deferral / active EE | $8,517 | $3,716+129.2% | $3,035+180.6% | $6,341+34.3% |
| Admin fee / account holder | $34,875 | $5,031+593.2% | $4,076+755.6% | $12,309+183.3% |