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 | $737,507 | $202,318+264.5% | $172,739+326.9% | $152,861+382.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.46% | 1029.65%-1011.2pp | 802.84%-784.4pp | 345.32%-326.9pp |
| Employer contribution / active EE | $13,579 | $5,856+131.9% | $5,143+164.0% | $4,762+185.1% |
| Participant deferral / active EE | $8,335 | $5,948+40.1% | $5,198+60.4% | $5,850+42.5% |
| Admin fee / account holder | $1,095 | $17,109-93.6% | $13,954-92.2% | $11,596-90.6% |