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 | $406,036 | $165,984+144.6% | $164,813+146.4% | $145,922+178.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.78% | 100.03%-84.3pp | 69.93%-54.2pp | 561.29%-545.5pp |
| Employer contribution / active EE | $36,355 | $5,273+589.5% | $4,341+737.5% | $4,660+680.2% |
| Participant deferral / active EE | $22,660 | $6,959+225.6% | $6,031+275.7% | $6,688+238.8% |
| Admin fee / account holder | $119,073 | $16,648+615.3% | $12,690+838.3% | $13,397+788.8% |