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 | $336,847 | $148,534+126.8% | $135,903+147.9% | $139,434+141.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.10% | 79.19%-63.1pp | 68.23%-52.1pp | 372.94%-356.8pp |
| Employer contribution / active EE | $6,121 | $5,243+16.7% | $4,856+26.0% | $4,751+28.8% |
| Participant deferral / active EE | $14,842 | $8,100+83.2% | $7,758+91.3% | $6,710+121.2% |
| Admin fee / account holder | $6,235 | $12,400-49.7% | $10,762-42.1% | $11,403-45.3% |