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 | $327,702 | $85,202+284.6% | $172,739+89.7% | $72,985+349.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.11% | 27.32%-3.2pp | 802.84%-778.7pp | 81.00%-56.9pp |
| Employer contribution / active EE | $11,581 | $3,324+248.4% | $5,143+125.2% | $2,440+374.7% |
| Participant deferral / active EE | $1,257 | $3,260-61.5% | $5,198-75.8% | $3,607-65.2% |
| Admin fee / account holder | $19,973 | $5,884+239.4% | $13,954+43.1% | $5,124+289.8% |