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 5-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 | $493,432 | $88,594+457.0% | $70,092+604.0% | $134,475+266.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | 2971.07% | 442.67%+2528.4pp | 190.73%+2780.3pp | 417.96%+2553.1pp |
| Employer contribution / active EE | $13,036 | $3,233+303.2% | $2,559+409.5% | $4,740+175.0% |
| Participant deferral / active EE | $3,558 | $4,772-25.4% | $3,849-7.5% | $6,400-44.4% |
| Admin fee / account holder | $2,049 | $10,441-80.4% | $6,267-67.3% | $11,426-82.1% |