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 | $279,801 | $100,852+177.4% | $90,404+209.5% | $158,922+76.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 32.22% | 1724.20%-1692.0pp | 1293.02%-1260.8pp | 302.83%-270.6pp |
| Employer contribution / active EE | $4,754 | $3,689+28.9% | $3,262+45.7% | $4,761-0.2% |
| Participant deferral / active EE | $11,360 | $4,348+161.3% | $3,963+186.6% | $5,982+89.9% |
| Admin fee / account holder | $5,641 | $6,501-13.2% | $5,611+0.5% | $11,246-49.8% |