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 | $717,879 | $105,998+577.3% | $92,233+678.3% | $147,584+386.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.69% | 50.05%-39.4pp | 176.28%-165.6pp | 578.55%-567.9pp |
| Employer contribution / active EE | $2,040 | $4,333-52.9% | $3,679-44.6% | $4,876-58.2% |
| Participant deferral / active EE | $11,200 | $4,478+150.1% | $3,897+187.4% | $5,439+105.9% |
| Admin fee / account holder | $38,277 | $6,332+504.5% | $5,194+637.0% | $10,885+251.6% |