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 | $710,763 | $99,918+611.3% | $81,382+773.4% | $145,922+387.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.93% | 34.32%-21.4pp | 24.73%-11.8pp | 561.29%-548.4pp |
| Employer contribution / active EE | $10,076 | $2,978+238.4% | $2,463+309.1% | $4,660+116.2% |
| Participant deferral / active EE | $7,824 | $4,605+69.9% | $3,883+101.5% | $6,688+17.0% |
| Admin fee / account holder | $66,132 | $8,212+705.3% | $5,768+1046.4% | $13,397+393.6% |