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 | $389,054 | $148,534+161.9% | $135,903+186.3% | $139,434+179.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.81% | 79.19%-63.4pp | 68.23%-52.4pp | 372.94%-357.1pp |
| Employer contribution / active EE | $35,876 | $5,243+584.3% | $4,856+638.8% | $4,751+655.2% |
| Participant deferral / active EE | $23,500 | $8,100+190.1% | $7,758+202.9% | $6,710+250.2% |
| Admin fee / account holder | $8,411 | $12,400-32.2% | $10,762-21.8% | $11,403-26.2% |