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 | $435,380 | $124,281+250.3% | $109,143+298.9% | $167,490+159.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.62% | 26.04%-15.4pp | 25.75%-15.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $19,843 | $4,207+371.6% | $3,722+433.2% | $4,837+310.2% |
| Participant deferral / active EE | $20,989 | $5,255+299.4% | $4,653+351.1% | $6,341+231.0% |
| Admin fee / account holder | $411 | $7,970-94.8% | $6,752-93.9% | $12,309-96.7% |