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 | $354,284 | $178,174+98.8% | $156,181+126.8% | $137,256+158.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.95% | 84.19%-71.2pp | 64.87%-51.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $14,838 | $4,972+198.4% | $4,294+245.6% | $4,156+257.0% |
| Participant deferral / active EE | $17,868 | $6,888+159.4% | $6,132+191.4% | $6,407+178.9% |
| Admin fee / account holder | $51,849 | $17,404+197.9% | $14,586+255.5% | $12,270+322.6% |