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 | $469,236 | $165,984+182.7% | $164,813+184.7% | $145,922+221.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.08% | 100.03%-83.0pp | 69.93%-52.9pp | 561.29%-544.2pp |
| Employer contribution / active EE | $18,113 | $5,273+243.5% | $4,341+317.3% | $4,660+288.7% |
| Participant deferral / active EE | $11,430 | $6,959+64.2% | $6,031+89.5% | $6,688+70.9% |
| Admin fee / account holder | $2,834 | $16,648-83.0% | $12,690-77.7% | $13,397-78.8% |