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 | $290,761 | $175,202+66.0% | $149,673+94.3% | $139,434+108.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.89% | 166.71%-151.8pp | 134.42%-119.5pp | 372.94%-358.1pp |
| Employer contribution / active EE | $16,574 | $5,474+202.8% | $4,818+244.0% | $4,751+248.9% |
| Participant deferral / active EE | $10,532 | $6,519+61.6% | $5,680+85.4% | $6,710+57.0% |
| Admin fee / account holder | $2,973 | $16,150-81.6% | $13,210-77.5% | $11,403-73.9% |