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 | $287,837 | $217,402+32.4% | $185,823+54.9% | $167,490+71.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.61% | 148.36%-135.8pp | 122.05%-109.4pp | 478.56%-466.0pp |
| Employer contribution / active EE | $5,598 | $5,873-4.7% | $5,167+8.3% | $4,837+15.7% |
| Participant deferral / active EE | $3,197 | $6,356-49.7% | $5,568-42.6% | $6,341-49.6% |
| Admin fee / account holder | $34,523 | $19,811+74.3% | $16,237+112.6% | $12,309+180.5% |