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 | $661,862 | $105,998+524.4% | $92,233+617.6% | $147,584+348.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.47% | 50.05%-39.6pp | 176.28%-165.8pp | 578.55%-568.1pp |
| Employer contribution / active EE | $24,408 | $4,333+463.3% | $3,679+563.4% | $4,876+400.5% |
| Participant deferral / active EE | $1,333 | $4,478-70.2% | $3,897-65.8% | $5,439-75.5% |
| Admin fee / account holder | $16,597 | $6,332+162.1% | $5,194+219.6% | $10,885+52.5% |