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 | $315,563 | $159,901+97.3% | $146,958+114.7% | $145,922+116.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.79% | 98.13%-84.3pp | 418.34%-404.5pp | 561.29%-547.5pp |
| Employer contribution / active EE | $11,097 | $5,286+109.9% | $4,933+125.0% | $4,660+138.2% |
| Participant deferral / active EE | $20,216 | $8,428+139.9% | $8,070+150.5% | $6,688+202.3% |
| Admin fee / account holder | $154,928 | $15,044+929.8% | $12,998+1091.9% | $13,397+1056.4% |