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 | $524,676 | $168,632+211.1% | $147,614+255.4% | $125,391+318.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.17% | 77.65%-80.8pp | 61.98%-65.2pp | 282.22%-285.4pp |
| Employer contribution / active EE | $15,952 | $6,252+155.1% | $5,564+186.7% | $4,866+227.8% |
| Participant deferral / active EE | $8,556 | $5,507+55.4% | $4,895+74.8% | $5,352+59.9% |
| Admin fee / account holder | $20,786 | $13,580+53.1% | $11,611+79.0% | $9,540+117.9% |