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 | $662,551 | $183,963+260.2% | $162,163+308.6% | $152,861+333.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 29.13% | 150.76%-121.6pp | 115.59%-86.5pp | 345.32%-316.2pp |
| Employer contribution / active EE | $9,196 | $6,371+44.3% | $5,614+63.8% | $4,762+93.1% |
| Participant deferral / active EE | $6,425 | $8,034-20.0% | $7,298-12.0% | $5,850+9.8% |
| Admin fee / account holder | $27,599 | $13,121+110.3% | $10,843+154.5% | $11,596+138.0% |