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 | $882,127 | $100,852+774.7% | $90,404+875.8% | $158,922+455.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.29% | 1724.20%-1705.9pp | 1293.02%-1274.7pp | 302.83%-284.5pp |
| Employer contribution / active EE | $37,500 | $3,689+916.7% | $3,262+1049.6% | $4,761+687.6% |
| Participant deferral / active EE | $26,000 | $4,348+498.0% | $3,963+556.0% | $5,982+334.6% |
| Admin fee / account holder | $4,891 | $6,501-24.8% | $5,611-12.8% | $11,246-56.5% |