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 | $409,924 | $105,181+289.7% | $159,436+157.1% | $85,850+377.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.77% | 45.07%-30.3pp | 263.57%-248.8pp | 318.53%-303.8pp |
| Employer contribution / active EE | $15,152 | $3,318+356.6% | $4,829+213.7% | $2,565+490.7% |
| Participant deferral / active EE | $12,136 | $5,945+104.1% | $7,352+65.1% | $3,952+207.1% |
| Admin fee / account holder | $2,698 | $6,933-61.1% | $10,799-75.0% | $6,260-56.9% |