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 | $402,414 | $198,466+102.8% | $170,442+136.1% | $147,584+172.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.04% | 257.29%-242.3pp | 205.93%-190.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $14,737 | $6,184+138.3% | $5,433+171.3% | $4,876+202.2% |
| Participant deferral / active EE | $12,007 | $5,629+113.3% | $4,939+143.1% | $5,439+120.8% |
| Admin fee / account holder | $50,247 | $16,852+198.2% | $13,880+262.0% | $10,885+361.6% |