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 | $306,534 | $165,984+84.7% | $164,813+86.0% | $145,922+110.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 24.86% | 100.03%-75.2pp | 69.93%-45.1pp | 561.29%-536.4pp |
| Employer contribution / active EE | $27,750 | $5,273+426.3% | $4,341+539.3% | $4,660+495.5% |
| Participant deferral / active EE | $19,868 | $6,959+185.5% | $6,031+229.4% | $6,688+197.1% |
| Admin fee / account holder | $412 | $16,648-97.5% | $12,690-96.8% | $13,397-96.9% |