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 | $612,582 | $105,181+482.4% | $159,436+284.2% | $85,850+613.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.50% | 45.07%-31.6pp | 263.57%-250.1pp | 318.53%-305.0pp |
| Employer contribution / active EE | $7,478 | $3,318+125.4% | $4,829+54.8% | $2,565+191.5% |
| Participant deferral / active EE | $15,464 | $5,945+160.1% | $7,352+110.3% | $3,952+291.3% |
| Admin fee / account holder | $39,091 | $6,933+463.8% | $10,799+262.0% | $6,260+524.5% |