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 8-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 | $271,779 | $152,587+78.1% | $125,175+117.1% | $152,861+77.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.57% | 54.84%-33.3pp | 43.79%-22.2pp | 345.32%-323.7pp |
| Employer contribution / active EE | $10,195 | $4,946+106.1% | $3,865+163.7% | $4,762+114.1% |
| Participant deferral / active EE | $10,290 | $5,868+75.4% | $4,937+108.4% | $5,850+75.9% |
| Admin fee / account holder | $2,009 | $13,434-85.0% | $9,702-79.3% | $11,596-82.7% |