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 | $832,518 | $210,648+295.2% | $177,989+367.7% | $145,922+470.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.08% | 385.86%-374.8pp | 294.48%-283.4pp | 561.29%-550.2pp |
| Employer contribution / active EE | $17,000 | $4,565+272.4% | $3,949+330.5% | $4,660+264.8% |
| Participant deferral / active EE | $4,314 | $6,958-38.0% | $6,276-31.3% | $6,688-35.5% |
| Admin fee / account holder | $29,940 | $12,013+149.2% | $10,363+188.9% | $13,397+123.5% |