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 | $579,899 | $183,963+215.2% | $162,163+257.6% | $152,861+279.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.47% | 150.76%-131.3pp | 115.59%-96.1pp | 345.32%-325.8pp |
| Employer contribution / active EE | $13,374 | $6,371+109.9% | $5,614+138.2% | $4,762+180.8% |
| Participant deferral / active EE | $14,130 | $8,034+75.9% | $7,298+93.6% | $5,850+141.5% |
| Admin fee / account holder | $437,390 | $13,121+3233.4% | $10,843+3934.0% | $11,596+3671.8% |