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 | $257,067 | $148,534+73.1% | $135,903+89.2% | $139,434+84.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.28% | 79.19%-64.9pp | 68.23%-53.9pp | 372.94%-358.7pp |
| Employer contribution / active EE | $43,800 | $5,243+735.4% | $4,856+802.0% | $4,751+822.0% |
| Participant deferral / active EE | $18,025 | $8,100+122.5% | $7,758+132.3% | $6,710+168.6% |
| Admin fee / account holder | $105,100 | $12,400+747.6% | $10,762+876.6% | $11,403+821.7% |