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 | $435,344 | $100,852+331.7% | $90,404+381.6% | $158,922+173.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.87% | 1724.20%-1714.3pp | 1293.02%-1283.1pp | 302.83%-293.0pp |
| Employer contribution / active EE | $11,369 | $3,689+208.2% | $3,262+248.5% | $4,761+138.8% |
| Participant deferral / active EE | $14,896 | $4,348+242.6% | $3,963+275.9% | $5,982+149.0% |
| Admin fee / account holder | $51,820 | $6,501+697.1% | $5,611+823.6% | $11,246+360.8% |