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 | $645,456 | $102,604+529.1% | $86,188+648.9% | $139,434+362.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 24.80% | 1922.51%-1897.7pp | 1168.45%-1143.6pp | 372.94%-348.1pp |
| Employer contribution / active EE | $36,050 | $3,032+1088.8% | $2,380+1414.6% | $4,751+658.8% |
| Participant deferral / active EE | $22,500 | $4,676+381.2% | $3,985+464.6% | $6,710+235.3% |
| Admin fee / account holder | $5,748 | $8,657-33.6% | $6,852-16.1% | $11,403-49.6% |