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 | $738,973 | $217,402+239.9% | $185,823+297.7% | $167,490+341.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.99% | 148.36%-137.4pp | 122.05%-111.1pp | 478.56%-467.6pp |
| Employer contribution / active EE | $13,204 | $5,873+124.8% | $5,167+155.5% | $4,837+173.0% |
| Participant deferral / active EE | $9,818 | $6,356+54.5% | $5,568+76.3% | $6,341+54.8% |
| Admin fee / account holder | $8,694 | $19,811-56.1% | $16,237-46.5% | $12,309-29.4% |