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 6-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 | $626,537 | $159,901+291.8% | $146,958+326.3% | $145,922+329.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 60.15% | 98.13%-38.0pp | 418.34%-358.2pp | 561.29%-501.1pp |
| Employer contribution / active EE | $60,219 | $5,286+1039.2% | $4,933+1120.8% | $4,660+1192.4% |
| Participant deferral / active EE | $30,075 | $8,428+256.8% | $8,070+272.7% | $6,688+349.7% |
| Admin fee / account holder | $30,093 | $15,044+100.0% | $12,998+131.5% | $13,397+124.6% |