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 | $305,957 | $210,648+45.2% | $177,989+71.9% | $145,922+109.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.47% | 385.86%-368.4pp | 294.48%-277.0pp | 561.29%-543.8pp |
| Employer contribution / active EE | $7,494 | $4,565+64.2% | $3,949+89.8% | $4,660+60.8% |
| Participant deferral / active EE | $24,204 | $6,958+247.9% | $6,276+285.6% | $6,688+261.9% |
| Admin fee / account holder | $5,366 | $12,013-55.3% | $10,363-48.2% | $13,397-59.9% |