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 | $362,116 | $135,952+166.4% | $123,892+192.3% | $273,961+32.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3271.13% | 56.63%+3214.5pp | 47.52%+3223.6pp | 41.45%+3229.7pp |
| Employer contribution / active EE | $39,500 | $5,170+664.1% | $4,617+755.6% | $4,869+711.3% |
| Participant deferral / active EE | $15,000 | $6,343+136.5% | $5,984+150.7% | $5,287+183.7% |
| Admin fee / account holder | $5,854 | $9,817-40.4% | $8,357-29.9% | $10,132-42.2% |