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 | $428,674 | $148,534+188.6% | $135,903+215.4% | $139,434+207.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.50% | 79.19%-66.7pp | 68.23%-55.7pp | 372.94%-360.4pp |
| Employer contribution / active EE | $30,293 | $5,243+477.8% | $4,856+523.8% | $4,751+537.6% |
| Participant deferral / active EE | $9,527 | $8,100+17.6% | $7,758+22.8% | $6,710+42.0% |
| Admin fee / account holder | $3,008 | $12,400-75.7% | $10,762-72.0% | $11,403-73.6% |