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 | $747,748 | $165,984+350.5% | $164,813+353.7% | $145,922+412.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.64% | 100.03%-84.4pp | 69.93%-54.3pp | 561.29%-545.6pp |
| Employer contribution / active EE | $14,477 | $5,273+174.6% | $4,341+233.5% | $4,660+210.7% |
| Participant deferral / active EE | $16,319 | $6,959+134.5% | $6,031+170.6% | $6,688+144.0% |
| Admin fee / account holder | $6,236 | $16,648-62.5% | $12,690-50.9% | $13,397-53.5% |