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 | $473,696 | $159,901+196.2% | $146,958+222.3% | $145,922+224.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.18% | 98.13%-80.0pp | 418.34%-400.2pp | 561.29%-543.1pp |
| Employer contribution / active EE | $21,755 | $5,286+311.6% | $4,933+341.0% | $4,660+366.9% |
| Participant deferral / active EE | $14,280 | $8,428+69.4% | $8,070+77.0% | $6,688+113.5% |
| Admin fee / account holder | $18,198 | $15,044+21.0% | $12,998+40.0% | $13,397+35.8% |