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 | $379,827 | $175,202+116.8% | $149,673+153.8% | $139,434+172.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.17% | 166.71%-146.5pp | 134.42%-114.2pp | 372.94%-352.8pp |
| Employer contribution / active EE | $78,177 | $5,474+1328.1% | $4,818+1522.7% | $4,751+1545.6% |
| Participant deferral / active EE | $23,212 | $6,519+256.1% | $5,680+308.7% | $6,710+245.9% |
| Admin fee / account holder | $56,231 | $16,150+248.2% | $13,210+325.7% | $11,403+393.1% |