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 | $433,536 | $165,984+161.2% | $164,813+163.0% | $145,922+197.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.77% | 100.03%-91.3pp | 69.93%-61.2pp | 561.29%-552.5pp |
| Employer contribution / active EE | $2,545 | $5,273-51.7% | $4,341-41.4% | $4,660-45.4% |
| Participant deferral / active EE | $12,062 | $6,959+73.3% | $6,031+100.0% | $6,688+80.4% |
| Admin fee / account holder | $27,130 | $16,648+63.0% | $12,690+113.8% | $13,397+102.5% |