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 | $800,448 | $138,065+479.8% | $123,544+547.9% | $135,375+491.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 122.69% | 153.68%-31.0pp | 119.20%+3.5pp | 519.73%-397.0pp |
| Employer contribution / active EE | $10,638 | $5,151+106.5% | $4,628+129.9% | $4,779+122.6% |
| Participant deferral / active EE | $12,647 | $6,799+86.0% | $6,426+96.8% | $5,609+125.5% |
| Admin fee / account holder | $1,632 | $10,916-85.0% | $9,284-82.4% | $10,827-84.9% |