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 | $663,403 | $183,519+261.5% | $155,509+326.6% | $145,922+354.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 39.68% | 61.17%-21.5pp | 64.67%-25.0pp | 561.29%-521.6pp |
| Employer contribution / active EE | $12,588 | $5,313+136.9% | $4,672+169.4% | $4,660+170.2% |
| Participant deferral / active EE | $0 | $6,462-100.0% | $5,626-100.0% | $6,688-100.0% |
| Admin fee / account holder | $32,000 | $19,313+65.7% | $15,912+101.1% | $13,397+138.9% |