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 | $429,159 | $169,032+153.9% | $129,207+232.1% | $145,922+194.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.97% | 14330.11%-14317.1pp | 9417.33%-9404.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $10,350 | $5,537+86.9% | $4,153+149.2% | $4,660+122.1% |
| Participant deferral / active EE | $31,250 | $4,987+526.6% | $4,168+649.8% | $6,688+367.3% |
| Admin fee / account holder | $4,496 | $9,954-54.8% | $7,715-41.7% | $13,397-66.4% |