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 | $335,839 | $175,202+91.7% | $149,673+124.4% | $139,434+140.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.76% | 166.71%-152.9pp | 134.42%-120.7pp | 372.94%-359.2pp |
| Employer contribution / active EE | $12,182 | $5,474+122.5% | $4,818+152.9% | $4,751+156.4% |
| Participant deferral / active EE | $8,861 | $6,519+35.9% | $5,680+56.0% | $6,710+32.0% |
| Admin fee / account holder | $184,390 | $16,150+1041.7% | $13,210+1295.9% | $11,403+1517.1% |