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 | $321,536 | $159,901+101.1% | $146,958+118.8% | $145,922+120.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.89% | 98.13%-81.2pp | 418.34%-401.4pp | 561.29%-544.4pp |
| Employer contribution / active EE | $7,584 | $5,286+43.5% | $4,933+53.7% | $4,660+62.8% |
| Participant deferral / active EE | $9,955 | $8,428+18.1% | $8,070+23.4% | $6,688+48.9% |
| Admin fee / account holder | $518 | $15,044-96.6% | $12,998-96.0% | $13,397-96.1% |