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 | $524,497 | $102,966+409.4% | $90,281+481.0% | $152,861+243.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.75% | 95.16%-75.4pp | 78.10%-58.3pp | 345.32%-325.6pp |
| Employer contribution / active EE | $15,163 | $3,139+383.1% | $2,854+431.2% | $4,762+218.4% |
| Participant deferral / active EE | $10,798 | $4,281+152.2% | $3,885+177.9% | $5,850+84.6% |
| Admin fee / account holder | $12,478 | $6,171+102.2% | $5,351+133.2% | $11,596+7.6% |