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 | $297,916 | $95,416+212.2% | $185,823+60.3% | $85,850+247.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 20.59% | 23.59%-3.0pp | 122.05%-101.5pp | 318.53%-297.9pp |
| Employer contribution / active EE | $19,401 | $3,314+485.5% | $5,167+275.5% | $2,565+656.3% |
| Participant deferral / active EE | $11,792 | $3,423+244.4% | $5,568+111.8% | $3,952+198.4% |
| Admin fee / account holder | $24,382 | $7,213+238.0% | $16,237+50.2% | $6,260+289.5% |