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 | $473,363 | $103,376+357.9% | $87,100+443.5% | $152,861+209.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 21.38% | 28.10%-6.7pp | 28.19%-6.8pp | 345.32%-323.9pp |
| Employer contribution / active EE | $9,714 | $3,220+201.6% | $2,521+285.3% | $4,762+104.0% |
| Participant deferral / active EE | $5,614 | $4,778+17.5% | $4,049+38.7% | $5,850-4.0% |
| Admin fee / account holder | $15,042 | $12,205+23.2% | $7,497+100.6% | $11,596+29.7% |