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 | $288,033 | $126,574+127.6% | $106,213+171.2% | $145,922+97.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.43% | 224.79%-216.4pp | 116.14%-107.7pp | 561.29%-552.9pp |
| Employer contribution / active EE | $8,634 | $3,730+131.4% | $3,171+172.2% | $4,660+85.3% |
| Participant deferral / active EE | $7,842 | $5,724+37.0% | $5,016+56.3% | $6,688+17.3% |
| Admin fee / account holder | $50,065 | $17,304+189.3% | $11,033+353.8% | $13,397+273.7% |