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 | $882,661 | $183,963+379.8% | $162,163+444.3% | $152,861+477.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 31.19% | 150.76%-119.6pp | 115.59%-84.4pp | 345.32%-314.1pp |
| Employer contribution / active EE | $19,063 | $6,371+199.2% | $5,614+239.6% | $4,762+300.3% |
| Participant deferral / active EE | $7,827 | $8,034-2.6% | $7,298+7.2% | $5,850+33.8% |
| Admin fee / account holder | $16,714 | $13,121+27.4% | $10,843+54.2% | $11,596+44.1% |