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 | $282,952 | $176,056+60.7% | $159,436+77.5% | $167,490+68.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.07% | 331.75%-320.7pp | 263.57%-252.5pp | 478.56%-467.5pp |
| Employer contribution / active EE | $25,546 | $5,297+382.3% | $4,829+429.0% | $4,837+428.1% |
| Participant deferral / active EE | $19,960 | $7,750+157.5% | $7,352+171.5% | $6,341+214.8% |
| Admin fee / account holder | $99,813 | $12,554+695.1% | $10,799+824.3% | $12,309+710.9% |