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 | $691,626 | $185,822+272.2% | $169,993+306.9% | $139,434+396.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 129.70% | 60.50%+69.2pp | 53.37%+76.3pp | 372.94%-243.2pp |
| Employer contribution / active EE | $9,230 | $7,590+21.6% | $6,785+36.0% | $4,751+94.3% |
| Participant deferral / active EE | $8,000 | $11,622-31.2% | $10,408-23.1% | $6,710+19.2% |
| Admin fee / account holder | $10,829 | $15,381-29.6% | $12,815-15.5% | $11,403-5.0% |