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 | $396,685 | $165,984+139.0% | $164,813+140.7% | $145,922+171.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.90% | 100.03%-82.1pp | 69.93%-52.0pp | 561.29%-543.4pp |
| Employer contribution / active EE | $16,761 | $5,273+217.9% | $4,341+286.1% | $4,660+259.7% |
| Participant deferral / active EE | $8,382 | $6,959+20.5% | $6,031+39.0% | $6,688+25.3% |
| Admin fee / account holder | $1,730 | $16,648-89.6% | $12,690-86.4% | $13,397-87.1% |