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 | $690,430 | $180,449+282.6% | $154,107+348.0% | $135,375+410.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 25.11% | 888.09%-863.0pp | 735.12%-710.0pp | 519.73%-494.6pp |
| Employer contribution / active EE | $17,541 | $6,035+190.7% | $5,298+231.1% | $4,779+267.1% |
| Participant deferral / active EE | $10,116 | $5,806+74.2% | $5,081+99.1% | $5,609+80.4% |
| Admin fee / account holder | $236,046 | $16,143+1362.2% | $13,411+1660.1% | $10,827+2080.1% |