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 | $395,553 | $175,202+125.8% | $149,673+164.3% | $139,434+183.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.66% | 166.71%-154.0pp | 134.42%-121.8pp | 372.94%-360.3pp |
| Employer contribution / active EE | $14,657 | $5,474+167.7% | $4,818+204.2% | $4,751+208.5% |
| Participant deferral / active EE | $14,273 | $6,519+119.0% | $5,680+151.3% | $6,710+112.7% |
| Admin fee / account holder | $84,056 | $16,150+420.5% | $13,210+536.3% | $11,403+637.2% |