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 | $599,868 | $148,534+303.9% | $135,903+341.4% | $139,434+330.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.62% | 79.19%-62.6pp | 68.23%-51.6pp | 372.94%-356.3pp |
| Employer contribution / active EE | $17,289 | $5,243+229.8% | $4,856+256.0% | $4,751+263.9% |
| Participant deferral / active EE | $15,662 | $8,100+93.4% | $7,758+101.9% | $6,710+133.4% |
| Admin fee / account holder | $17,890 | $12,400+44.3% | $10,762+66.2% | $11,403+56.9% |