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 | $648,071 | $183,519+253.1% | $155,509+316.7% | $145,922+344.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.71% | 61.17%-38.5pp | 64.67%-42.0pp | 561.29%-538.6pp |
| Employer contribution / active EE | $12,211 | $5,313+129.8% | $4,672+161.3% | $4,660+162.1% |
| Participant deferral / active EE | $10,644 | $6,462+64.7% | $5,626+89.2% | $6,688+59.2% |
| Admin fee / account holder | $21,608 | $19,313+11.9% | $15,912+35.8% | $13,397+61.3% |