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 | $391,807 | $183,592+113.4% | $155,567+151.9% | $145,959+168.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.19% | 61.24%-49.0pp | 64.74%-52.5pp | 561.95%-549.8pp |
| Employer contribution / active EE | $5,212 | $5,315-1.9% | $4,674+11.5% | $4,661+11.8% |
| Participant deferral / active EE | $13,375 | $6,464+106.9% | $5,628+137.7% | $6,689+100.0% |
| Admin fee / account holder | $16,139 | $19,318-16.5% | $15,916+1.4% | $13,398+20.5% |