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 | $551,687 | $175,202+214.9% | $149,673+268.6% | $139,434+295.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.61% | 166.71%-144.1pp | 134.42%-111.8pp | 372.94%-350.3pp |
| Employer contribution / active EE | $34,398 | $5,474+528.4% | $4,818+614.0% | $4,751+624.0% |
| Participant deferral / active EE | $23,012 | $6,519+253.0% | $5,680+305.1% | $6,710+242.9% |
| Admin fee / account holder | $67,384 | $16,150+317.2% | $13,210+410.1% | $11,403+491.0% |