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 | $367,642 | $156,846+134.4% | $121,098+203.6% | $139,434+163.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.96% | 1474.56%-1462.6pp | 985.75%-973.8pp | 372.94%-361.0pp |
| Employer contribution / active EE | $26,445 | $5,536+377.7% | $4,164+535.1% | $4,751+456.6% |
| Participant deferral / active EE | $10,140 | $4,844+109.3% | $4,080+148.6% | $6,710+51.1% |
| Admin fee / account holder | $2,880 | $6,946-58.5% | $5,644-49.0% | $11,403-74.7% |