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 | $280,999 | $227,553+23.5% | $189,557+48.2% | $167,490+67.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.70% | 78.40%-66.7pp | 64.17%-52.5pp | 478.56%-466.9pp |
| Employer contribution / active EE | $13,413 | $5,316+152.3% | $4,412+204.0% | $4,837+177.3% |
| Participant deferral / active EE | $13,516 | $7,002+93.0% | $6,174+118.9% | $6,341+113.1% |
| Admin fee / account holder | $35,275 | $11,878+197.0% | $9,807+259.7% | $12,309+186.6% |