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 5-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 | $608,570 | $109,982+453.3% | $97,226+525.9% | $145,922+317.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.80% | 242.90%-229.1pp | 75.13%-61.3pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,090 | $3,084-32.2% | $2,729-23.4% | $4,660-55.2% |
| Participant deferral / active EE | $13,008 | $4,676+178.2% | $4,264+205.1% | $6,688+94.5% |
| Admin fee / account holder | $358,621 | $6,221+5665.1% | $5,654+6243.3% | $13,397+2576.9% |