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 | $398,429 | $159,901+149.2% | $146,958+171.1% | $145,922+173.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.17% | 98.13%-83.0pp | 418.34%-403.2pp | 561.29%-546.1pp |
| Employer contribution / active EE | $8,629 | $5,286+63.2% | $4,933+74.9% | $4,660+85.2% |
| Participant deferral / active EE | $10,773 | $8,428+27.8% | $8,070+33.5% | $6,688+61.1% |
| Admin fee / account holder | $45,832 | $15,044+204.7% | $12,998+252.6% | $13,397+242.1% |