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 7-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 | $403,027 | $165,984+142.8% | $164,813+144.5% | $145,922+176.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.83% | 100.03%-89.2pp | 69.93%-59.1pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,991 | $5,273-43.3% | $4,341-31.1% | $4,660-35.8% |
| Participant deferral / active EE | $7,211 | $6,959+3.6% | $6,031+19.6% | $6,688+7.8% |
| Admin fee / account holder | $24,666 | $16,648+48.2% | $12,690+94.4% | $13,397+84.1% |