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 | $372,235 | $183,519+102.8% | $155,509+139.4% | $145,922+155.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.30% | 61.17%-50.9pp | 64.67%-54.4pp | 561.29%-551.0pp |
| Employer contribution / active EE | $7,851 | $5,313+47.8% | $4,672+68.0% | $4,660+68.5% |
| Participant deferral / active EE | $8,641 | $6,462+33.7% | $5,626+53.6% | $6,688+29.2% |
| Admin fee / account holder | $49,768 | $19,313+157.7% | $15,912+212.8% | $13,397+271.5% |