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 | $383,722 | $159,901+140.0% | $146,958+161.1% | $145,922+163.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.46% | 98.13%-84.7pp | 418.34%-404.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $6,250 | $5,286+18.2% | $4,933+26.7% | $4,660+34.1% |
| Participant deferral / active EE | $8,934 | $8,428+6.0% | $8,070+10.7% | $6,688+33.6% |
| Admin fee / account holder | $11,475 | $15,044-23.7% | $12,998-11.7% | $13,397-14.3% |