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 | $448,369 | $108,919+311.7% | $100,391+346.6% | $145,922+207.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 39.05% | 57.88%-18.8pp | 49.20%-10.2pp | 561.29%-522.2pp |
| Employer contribution / active EE | $10,020 | $4,419+126.7% | $3,942+154.2% | $4,660+115.0% |
| Participant deferral / active EE | $26,750 | $8,445+216.8% | $8,082+231.0% | $6,688+300.0% |
| Admin fee / account holder | $3,858 | $9,689-60.2% | $7,899-51.2% | $13,397-71.2% |