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 | $754,806 | $176,056+328.7% | $159,436+373.4% | $167,490+350.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.73% | 331.75%-318.0pp | 263.57%-249.8pp | 478.56%-464.8pp |
| Employer contribution / active EE | $11,368 | $5,297+114.6% | $4,829+135.4% | $4,837+135.0% |
| Participant deferral / active EE | $17,479 | $7,750+125.5% | $7,352+137.7% | $6,341+175.6% |
| Admin fee / account holder | $119,423 | $12,554+851.3% | $10,799+1005.9% | $12,309+870.2% |