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 | $366,285 | $48,795+650.7% | $65,493+459.3% | $84,808+331.9% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 18.36% | 20.20%-1.8pp | 982.45%-964.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $14,675 | $1,930+660.5% | $2,574+470.1% | $2,631+457.8% |
| Participant deferral / active EE | $16,028 | $2,928+447.3% | $3,961+304.6% | $4,212+280.6% |
| Admin fee / account holder | $6,733 | $3,877+73.7% | $5,028+33.9% | $7,344-8.3% |