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 | $900,711 | $109,817+720.2% | $98,442+815.0% | $167,490+437.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.95% | 1956.69%-1944.7pp | 1492.73%-1480.8pp | 478.56%-466.6pp |
| Employer contribution / active EE | $22,854 | $3,224+608.9% | $2,960+672.1% | $4,837+372.4% |
| Participant deferral / active EE | $17,667 | $4,673+278.0% | $4,276+313.1% | $6,341+178.6% |
| Admin fee / account holder | $3,475 | $6,753-48.5% | $5,949-41.6% | $12,309-71.8% |