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 | $884,004 | $108,919+711.6% | $100,391+780.6% | $145,922+505.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 24.07% | 57.88%-33.8pp | 49.20%-25.1pp | 561.29%-537.2pp |
| Employer contribution / active EE | $2,587 | $4,419-41.5% | $3,942-34.4% | $4,660-44.5% |
| Participant deferral / active EE | $11,670 | $8,445+38.2% | $8,082+44.4% | $6,688+74.5% |
| Admin fee / account holder | $65,711 | $9,689+578.2% | $7,899+731.9% | $13,397+390.5% |