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 | $315,835 | $175,202+80.3% | $149,673+111.0% | $139,434+126.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.35% | 166.71%-147.4pp | 134.42%-115.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $9,257 | $5,474+69.1% | $4,818+92.1% | $4,751+94.8% |
| Participant deferral / active EE | $7,717 | $6,519+18.4% | $5,680+35.9% | $6,710+15.0% |
| Admin fee / account holder | $2,499 | $16,150-84.5% | $13,210-81.1% | $11,403-78.1% |