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 | $668,881 | $137,414+386.8% | $189,513+252.9% | $85,850+679.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 26.15% | 38.14%-12.0pp | 555.15%-529.0pp | 318.53%-292.4pp |
| Employer contribution / active EE | $14,732 | $4,344+239.1% | $6,162+139.1% | $2,565+474.3% |
| Participant deferral / active EE | $15,373 | $6,260+145.6% | $8,221+87.0% | $3,952+289.0% |
| Admin fee / account holder | $2,703 | $8,630-68.7% | $12,045-77.6% | $6,260-56.8% |