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 | $393,833 | $105,181+274.4% | $159,436+147.0% | $85,850+358.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.74% | 45.07%-32.3pp | 263.57%-250.8pp | 318.53%-305.8pp |
| Employer contribution / active EE | $13,541 | $3,318+308.1% | $4,829+180.4% | $2,565+427.9% |
| Participant deferral / active EE | $7,804 | $5,945+31.3% | $7,352+6.1% | $3,952+97.5% |
| Admin fee / account holder | $11,689 | $6,933+68.6% | $10,799+8.2% | $6,260+86.7% |