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 | $412,733 | $72,400+470.1% | $67,502+511.4% | $145,922+182.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 20.34% | 7182.46%-7162.1pp | 3512.12%-3491.8pp | 561.29%-540.9pp |
| Employer contribution / active EE | $20,819 | $3,069+578.3% | $2,731+662.4% | $4,660+346.8% |
| Participant deferral / active EE | $6,940 | $4,783+45.1% | $4,000+73.5% | $6,688+3.8% |
| Admin fee / account holder | $2,684 | $5,539-51.5% | $3,998-32.9% | $13,397-80.0% |