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 | $280,267 | $226,064+24.0% | $182,532+53.5% | $152,861+83.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 19.67% | 192.51%-172.8pp | 148.54%-128.9pp | 345.32%-325.6pp |
| Employer contribution / active EE | $14,759 | $4,978+196.5% | $4,076+262.1% | $4,762+209.9% |
| Participant deferral / active EE | $11,969 | $6,368+88.0% | $5,524+116.7% | $5,850+104.6% |
| Admin fee / account holder | $30,000 | $10,703+180.3% | $8,592+249.2% | $11,596+158.7% |