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 | $350,551 | $183,963+90.6% | $162,163+116.2% | $152,861+129.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.63% | 150.76%-128.1pp | 115.59%-93.0pp | 345.32%-322.7pp |
| Employer contribution / active EE | $4,360 | $6,371-31.6% | $5,614-22.3% | $4,762-8.4% |
| Participant deferral / active EE | $15,247 | $8,034+89.8% | $7,298+108.9% | $5,850+160.6% |
| Admin fee / account holder | $106,121 | $13,121+708.8% | $10,843+878.7% | $11,596+815.1% |