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 | $715,303 | $135,635+427.4% | $110,238+548.9% | $135,375+428.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 11.38% | 513.19%-501.8pp | 314.74%-303.4pp | 519.73%-508.4pp |
| Employer contribution / active EE | $14,697 | $4,906+199.6% | $3,826+284.1% | $4,779+207.6% |
| Participant deferral / active EE | $11,741 | $5,506+113.2% | $4,672+151.3% | $5,609+109.3% |
| Admin fee / account holder | $55,978 | $11,457+388.6% | $8,547+554.9% | $10,827+417.0% |