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 | $747,541 | $177,572+321.0% | $154,803+382.9% | $142,382+425.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.37% | 65.07%-53.7pp | 58.88%-47.5pp | 217.08%-205.7pp |
| Employer contribution / active EE | $21,631 | $4,810+349.7% | $4,305+402.4% | $4,299+403.1% |
| Participant deferral / active EE | $15,796 | $6,272+151.9% | $5,540+185.1% | $6,507+142.7% |
| Admin fee / account holder | $671,597 | $16,786+3901.0% | $14,329+4586.9% | $12,624+5220.1% |