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 | $327,203 | $159,901+104.6% | $146,958+122.7% | $145,922+124.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.54% | 98.13%-85.6pp | 418.34%-405.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $12,708 | $5,286+140.4% | $4,933+157.6% | $4,660+172.7% |
| Participant deferral / active EE | $3,187 | $8,428-62.2% | $8,070-60.5% | $6,688-52.3% |
| Admin fee / account holder | $27,751 | $15,044+84.5% | $12,998+113.5% | $13,397+107.1% |