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 | $360,967 | $152,587+136.6% | $125,175+188.4% | $152,861+136.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 26.64% | 54.84%-28.2pp | 43.79%-17.2pp | 345.32%-318.7pp |
| Employer contribution / active EE | $20,710 | $4,946+318.7% | $3,865+435.8% | $4,762+334.9% |
| Participant deferral / active EE | $13,550 | $5,868+130.9% | $4,937+174.5% | $5,850+131.6% |
| Admin fee / account holder | $390 | $13,434-97.1% | $9,702-96.0% | $11,596-96.6% |