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 | $819,365 | $217,402+276.9% | $185,823+340.9% | $167,490+389.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.05% | 148.36%-133.3pp | 122.05%-107.0pp | 478.56%-463.5pp |
| Employer contribution / active EE | $37,800 | $5,873+543.6% | $5,167+631.5% | $4,837+681.4% |
| Participant deferral / active EE | $22,100 | $6,356+247.7% | $5,568+296.9% | $6,341+248.5% |
| Admin fee / account holder | $1,612 | $19,811-91.9% | $16,237-90.1% | $12,309-86.9% |