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 | $615,092 | $102,616+499.4% | $81,983+650.3% | $158,922+287.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 39.60% | 61.04%-21.4pp | 41.31%-1.7pp | 302.83%-263.2pp |
| Employer contribution / active EE | $20,486 | $3,240+532.3% | $2,498+720.1% | $4,761+330.3% |
| Participant deferral / active EE | $26,000 | $4,648+459.4% | $3,722+598.5% | $5,982+334.6% |
| Admin fee / account holder | $3,924 | $8,235-52.3% | $5,664-30.7% | $11,246-65.1% |