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 | $547,493 | $96,305+468.5% | $80,569+579.5% | $139,434+292.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.27% | 1350.08%-1335.8pp | 935.43%-921.2pp | 372.94%-358.7pp |
| Employer contribution / active EE | $14,355 | $3,262+340.0% | $2,723+427.1% | $4,751+202.1% |
| Participant deferral / active EE | $19,224 | $5,232+267.4% | $4,447+332.2% | $6,710+186.5% |
| Admin fee / account holder | $283,084 | $6,599+4190.1% | $5,377+5164.6% | $11,403+2382.6% |