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 | $542,866 | $96,635+461.8% | $86,612+526.8% | $139,434+289.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.26% | 106.41%-91.2pp | 591.07%-575.8pp | 372.94%-357.7pp |
| Employer contribution / active EE | $34,784 | $3,263+966.0% | $3,022+1050.9% | $4,751+632.2% |
| Participant deferral / active EE | $4,700 | $4,836-2.8% | $4,438+5.9% | $6,710-30.0% |
| Admin fee / account holder | $5,893 | $6,408-8.0% | $5,614+5.0% | $11,403-48.3% |