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 | $345,996 | $144,119+140.1% | $117,854+193.6% | $147,584+134.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.98% | 531.15%-515.2pp | 335.08%-319.1pp | 578.55%-562.6pp |
| Employer contribution / active EE | $4,999 | $4,896+2.1% | $3,786+32.0% | $4,876+2.5% |
| Participant deferral / active EE | $13,038 | $5,316+145.3% | $4,482+190.9% | $5,439+139.7% |
| Admin fee / account holder | $16,783 | $10,886+54.2% | $8,020+109.3% | $10,885+54.2% |