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 | $839,187 | $159,901+424.8% | $146,958+471.0% | $145,922+475.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.78% | 98.13%-85.4pp | 418.34%-405.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $6,727 | $5,286+27.3% | $4,933+36.4% | $4,660+44.4% |
| Participant deferral / active EE | $14,275 | $8,428+69.4% | $8,070+76.9% | $6,688+113.5% |
| Admin fee / account holder | $70,751 | $15,044+370.3% | $12,998+444.3% | $13,397+428.1% |