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 | $507,605 | $165,984+205.8% | $164,813+208.0% | $145,922+247.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.91% | 100.03%-87.1pp | 69.93%-57.0pp | 561.29%-548.4pp |
| Employer contribution / active EE | $12,500 | $5,273+137.1% | $4,341+188.0% | $4,660+168.3% |
| Participant deferral / active EE | $18,084 | $6,959+159.9% | $6,031+199.8% | $6,688+170.4% |
| Admin fee / account holder | $6,171 | $16,648-62.9% | $12,690-51.4% | $13,397-53.9% |