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 | $320,284 | $176,056+81.9% | $159,436+100.9% | $167,490+91.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.26% | 331.75%-320.5pp | 263.57%-252.3pp | 478.56%-467.3pp |
| Employer contribution / active EE | $7,776 | $5,297+46.8% | $4,829+61.0% | $4,837+60.7% |
| Participant deferral / active EE | $12,979 | $7,750+67.5% | $7,352+76.5% | $6,341+104.7% |
| Admin fee / account holder | $111,592 | $12,554+788.9% | $10,799+933.4% | $12,309+806.6% |