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 | $370,519 | $209,832+76.6% | $189,513+95.5% | $167,490+121.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.44% | 748.27%-732.8pp | 555.15%-539.7pp | 478.56%-463.1pp |
| Employer contribution / active EE | $5,830 | $6,914-15.7% | $6,162-5.4% | $4,837+20.5% |
| Participant deferral / active EE | $14,287 | $8,935+59.9% | $8,221+73.8% | $6,341+125.3% |
| Admin fee / account holder | $328,315 | $14,293+2197.0% | $12,045+2625.8% | $12,309+2567.3% |