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 | $382,580 | $209,411+82.7% | $178,490+114.3% | $158,922+140.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.56% | 188.75%-173.2pp | 151.07%-135.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $14,080 | $5,706+146.7% | $5,011+181.0% | $4,761+195.7% |
| Participant deferral / active EE | $14,571 | $5,954+144.7% | $5,202+180.1% | $5,982+143.6% |
| Admin fee / account holder | $25,000 | $17,074+46.4% | $13,984+78.8% | $11,246+122.3% |