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 | $975,406 | $167,307+483.0% | $143,757+578.5% | $134,475+625.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 34.43% | 0.46%+34.0pp | -0.04%+34.5pp | 417.96%-383.5pp |
| Employer contribution / active EE | $12,738 | $5,619+126.7% | $4,951+157.3% | $4,740+168.8% |
| Participant deferral / active EE | $10,602 | $6,446+64.5% | $5,637+88.1% | $6,400+65.7% |
| Admin fee / account holder | $49,942 | $18,088+176.1% | $14,673+240.4% | $11,426+337.1% |