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 | $988,828 | $177,572+456.9% | $154,803+538.8% | $142,382+594.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.63% | 65.07%-51.4pp | 58.88%-45.3pp | 217.08%-203.4pp |
| Employer contribution / active EE | $24,689 | $4,810+413.2% | $4,305+473.4% | $4,299+474.3% |
| Participant deferral / active EE | $14,038 | $6,272+123.8% | $5,540+153.4% | $6,507+115.7% |
| Admin fee / account holder | $6,769 | $16,786-59.7% | $14,329-52.8% | $12,624-46.4% |