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 | $992,239 | $180,449+449.9% | $154,107+543.9% | $135,375+633.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.91% | 888.09%-893.0pp | 735.12%-740.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $28,563 | $6,035+373.3% | $5,298+439.2% | $4,779+497.7% |
| Participant deferral / active EE | $9,250 | $5,806+59.3% | $5,081+82.1% | $5,609+64.9% |
| Admin fee / account holder | $73,823 | $16,143+357.3% | $13,411+450.5% | $10,827+581.8% |