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 | $641,734 | $226,064+183.9% | $182,532+251.6% | $152,861+319.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 17.72% | 192.51%-174.8pp | 148.54%-130.8pp | 345.32%-327.6pp |
| Employer contribution / active EE | $10,925 | $4,978+119.4% | $4,076+168.0% | $4,762+129.4% |
| Participant deferral / active EE | $10,894 | $6,368+71.1% | $5,524+97.2% | $5,850+86.2% |
| Admin fee / account holder | $75,874 | $10,703+608.9% | $8,592+783.1% | $11,596+554.3% |