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 | $673,461 | $105,181+540.3% | $159,436+322.4% | $85,850+684.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.12% | 45.07%-29.0pp | 263.57%-247.4pp | 318.53%-302.4pp |
| Employer contribution / active EE | $11,719 | $3,318+253.2% | $4,829+142.7% | $2,565+356.9% |
| Participant deferral / active EE | $10,727 | $5,945+80.4% | $7,352+45.9% | $3,952+171.5% |
| Admin fee / account holder | $12,215 | $6,933+76.2% | $10,799+13.1% | $6,260+95.1% |