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 | $359,846 | $210,648+70.8% | $177,989+102.2% | $145,922+146.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.53% | 385.86%-367.3pp | 294.48%-276.0pp | 561.29%-542.8pp |
| Employer contribution / active EE | $8,094 | $4,565+77.3% | $3,949+105.0% | $4,660+73.7% |
| Participant deferral / active EE | $26,711 | $6,958+283.9% | $6,276+325.6% | $6,688+299.4% |
| Admin fee / account holder | $1,273 | $12,013-89.4% | $10,363-87.7% | $13,397-90.5% |