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 | $647,598 | $105,181+515.7% | $159,436+306.2% | $85,850+654.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.92% | 45.07%-30.2pp | 263.57%-248.6pp | 318.53%-303.6pp |
| Employer contribution / active EE | $12,578 | $3,318+279.1% | $4,829+160.4% | $2,565+390.4% |
| Participant deferral / active EE | $10,827 | $5,945+82.1% | $7,352+47.3% | $3,952+174.0% |
| Admin fee / account holder | $34,706 | $6,933+400.6% | $10,799+221.4% | $6,260+454.4% |