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 | $903,263 | $159,901+464.9% | $146,958+514.6% | $145,922+519.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.02% | 98.13%-87.1pp | 418.34%-407.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $24,004 | $5,286+354.1% | $4,933+386.6% | $4,660+415.2% |
| Participant deferral / active EE | $20,250 | $8,428+140.3% | $8,070+150.9% | $6,688+202.8% |
| Admin fee / account holder | $334 | $15,044-97.8% | $12,998-97.4% | $13,397-97.5% |