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 6-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 | $360,110 | $217,402+65.6% | $185,823+93.8% | $167,490+115.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.47% | 148.36%-130.9pp | 122.05%-104.6pp | 478.56%-461.1pp |
| Employer contribution / active EE | $7,620 | $5,873+29.7% | $5,167+47.5% | $4,837+57.5% |
| Participant deferral / active EE | $15,560 | $6,356+144.8% | $5,568+179.5% | $6,341+145.4% |
| Admin fee / account holder | $50,094 | $19,811+152.9% | $16,237+208.5% | $12,309+307.0% |