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 | $689,838 | $70,756+875.0% | $65,493+953.3% | $142,382+384.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 17.15% | 1754.89%-1737.7pp | 982.45%-965.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $21,843 | $2,881+658.3% | $2,574+748.5% | $4,299+408.1% |
| Participant deferral / active EE | $21,267 | $4,637+358.6% | $3,961+436.9% | $6,507+226.8% |
| Admin fee / account holder | $4,274 | $6,559-34.8% | $5,028-15.0% | $12,624-66.1% |