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 | $282,799 | $226,064+25.1% | $182,532+54.9% | $152,861+85.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 20.31% | 192.51%-172.2pp | 148.54%-128.2pp | 345.32%-325.0pp |
| Employer contribution / active EE | $17,808 | $4,978+257.7% | $4,076+336.9% | $4,762+273.9% |
| Participant deferral / active EE | $14,681 | $6,368+130.5% | $5,524+165.7% | $5,850+150.9% |
| Admin fee / account holder | $4,131 | $10,703-61.4% | $8,592-51.9% | $11,596-64.4% |