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 | $489,665 | $105,998+362.0% | $92,233+430.9% | $147,584+231.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.49% | 50.05%-35.6pp | 176.28%-161.8pp | 578.55%-564.1pp |
| Employer contribution / active EE | $13,936 | $4,333+221.6% | $3,679+278.8% | $4,876+185.8% |
| Participant deferral / active EE | $12,777 | $4,478+185.3% | $3,897+227.9% | $5,439+134.9% |
| Admin fee / account holder | $37,117 | $6,332+486.2% | $5,194+614.7% | $10,885+241.0% |