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 | $655,214 | $156,846+317.7% | $121,098+441.1% | $139,434+369.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.37% | 1474.56%-1462.2pp | 985.75%-973.4pp | 372.94%-360.6pp |
| Employer contribution / active EE | $1,000 | $5,536-81.9% | $4,164-76.0% | $4,751-79.0% |
| Participant deferral / active EE | $7,571 | $4,844+56.3% | $4,080+85.6% | $6,710+12.8% |
| Admin fee / account holder | $27,988 | $6,946+303.0% | $5,644+395.8% | $11,403+145.5% |