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 | $644,393 | $132,634+385.8% | $115,768+456.6% | $137,256+369.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 13.73% | 160.70%-147.0pp | 100.46%-86.7pp | 220.34%-206.6pp |
| Employer contribution / active EE | $12,500 | $3,360+272.1% | $2,940+325.2% | $4,156+200.8% |
| Participant deferral / active EE | $5,030 | $5,619-10.5% | $4,917+2.3% | $6,407-21.5% |
| Admin fee / account holder | $47,684 | $15,028+217.3% | $12,439+283.3% | $12,270+288.6% |