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 | $372,456 | $150,187+148.0% | $120,354+209.5% | $145,922+155.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.36% | 154.07%-143.7pp | 107.15%-96.8pp | 561.29%-550.9pp |
| Employer contribution / active EE | $14,533 | $4,348+234.3% | $3,463+319.7% | $4,660+211.9% |
| Participant deferral / active EE | $17,667 | $6,173+186.2% | $4,991+254.0% | $6,688+164.2% |
| Admin fee / account holder | $69,056 | $12,207+465.7% | $9,423+632.9% | $13,397+415.5% |