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 3-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 | $359,063 | $177,572+102.2% | $154,803+131.9% | $142,382+152.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.53% | 65.07%-49.5pp | 58.88%-43.4pp | 217.08%-201.5pp |
| Employer contribution / active EE | $9,093 | $4,810+89.0% | $4,305+111.2% | $4,299+111.5% |
| Participant deferral / active EE | $10,989 | $6,272+75.2% | $5,540+98.3% | $6,507+68.9% |
| Admin fee / account holder | $2,481 | $16,786-85.2% | $14,329-82.7% | $12,624-80.3% |