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 | $439,929 | $238,490+84.5% | $180,183+144.2% | $142,382+209.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 14.34% | 33.56%-19.2pp | 27.86%-13.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $11,376 | $6,143+85.2% | $5,039+125.8% | $4,299+164.6% |
| Participant deferral / active EE | $18,818 | $7,996+135.3% | $6,822+175.8% | $6,507+189.2% |
| Admin fee / account holder | $100,763 | $28,866+249.1% | $19,975+404.4% | $12,624+698.2% |