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 | $268,308 | $94,529+183.8% | $140,016+91.6% | $64,186+318.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -1.72% | 7.77%-9.5pp | 651.12%-652.8pp | 7.63%-9.4pp |
| Employer contribution / active EE | $17,090 | $3,812+348.3% | $5,606+204.9% | $2,381+617.8% |
| Participant deferral / active EE | $13,476 | $5,250+156.7% | $6,927+94.5% | $3,470+288.4% |
| Admin fee / account holder | $29,526 | $6,741+338.0% | $10,705+175.8% | $4,888+504.1% |