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 | $766,671 | $183,963+316.8% | $162,163+372.8% | $152,861+401.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.13% | 150.76%-130.6pp | 115.59%-95.5pp | 345.32%-325.2pp |
| Employer contribution / active EE | $13,984 | $6,371+119.5% | $5,614+149.1% | $4,762+193.6% |
| Participant deferral / active EE | $17,500 | $8,034+117.8% | $7,298+139.8% | $5,850+199.1% |
| Admin fee / account holder | $159,342 | $13,121+1114.4% | $10,843+1369.6% | $11,596+1274.1% |