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 | $388,029 | $179,726+115.9% | $156,263+148.3% | $142,382+172.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.89% | 77.86%-66.0pp | 59.47%-47.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $14,654 | $5,069+189.1% | $4,333+238.2% | $4,299+240.9% |
| Participant deferral / active EE | $4,048 | $6,956-41.8% | $6,158-34.3% | $6,507-37.8% |
| Admin fee / account holder | $8,817 | $17,272-49.0% | $14,255-38.1% | $12,624-30.2% |