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 | $420,681 | $217,402+93.5% | $185,823+126.4% | $167,490+151.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 45.31% | 148.36%-103.1pp | 122.05%-76.7pp | 478.56%-433.3pp |
| Employer contribution / active EE | $8,921 | $5,873+51.9% | $5,167+72.6% | $4,837+84.4% |
| Participant deferral / active EE | $8,096 | $6,356+27.4% | $5,568+45.4% | $6,341+27.7% |
| Admin fee / account holder | $71,251 | $19,811+259.7% | $16,237+338.8% | $12,309+478.9% |