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 | $398,088 | $177,572+124.2% | $154,803+157.2% | $142,382+179.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 38.14% | 65.07%-26.9pp | 58.88%-20.7pp | 217.08%-178.9pp |
| Employer contribution / active EE | $9,621 | $4,810+100.0% | $4,305+123.5% | $4,299+123.8% |
| Participant deferral / active EE | $11,986 | $6,272+91.1% | $5,540+116.3% | $6,507+84.2% |
| Admin fee / account holder | $119,986 | $16,786+614.8% | $14,329+737.4% | $12,624+850.5% |