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 | $361,367 | $177,572+103.5% | $154,803+133.4% | $142,382+153.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.76% | 65.07%-53.3pp | 58.88%-47.1pp | 217.08%-205.3pp |
| Employer contribution / active EE | $10,114 | $4,810+110.2% | $4,305+134.9% | $4,299+135.3% |
| Participant deferral / active EE | $12,954 | $6,272+106.5% | $5,540+133.8% | $6,507+99.1% |
| Admin fee / account holder | $14,469 | $16,786-13.8% | $14,329+1.0% | $12,624+14.6% |