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 | $311,458 | $198,466+56.9% | $170,442+82.7% | $147,584+111.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.39% | 257.29%-240.9pp | 205.93%-189.5pp | 578.55%-562.2pp |
| Employer contribution / active EE | $13,730 | $6,184+122.0% | $5,433+152.7% | $4,876+181.6% |
| Participant deferral / active EE | $9,175 | $5,629+63.0% | $4,939+85.7% | $5,439+68.7% |
| Admin fee / account holder | $33,412 | $16,852+98.3% | $13,880+140.7% | $10,885+206.9% |