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 | $432,496 | $157,256+175.0% | $141,162+206.4% | $152,861+182.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.01% | 64.32%-45.3pp | 71.39%-52.4pp | 345.32%-326.3pp |
| Employer contribution / active EE | $13,753 | $5,261+161.4% | $4,735+190.5% | $4,762+188.8% |
| Participant deferral / active EE | $19,658 | $7,109+176.5% | $6,709+193.0% | $5,850+236.0% |
| Admin fee / account holder | $7,594 | $12,120-37.3% | $10,261-26.0% | $11,596-34.5% |