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 | $873,498 | $129,942+572.2% | $104,294+737.5% | $134,475+549.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.87% | 42.03%-61.9pp | 24.61%-44.5pp | 417.96%-437.8pp |
| Employer contribution / active EE | $24,500 | $4,184+485.5% | $3,372+626.6% | $4,740+416.9% |
| Participant deferral / active EE | $27,000 | $5,588+383.2% | $4,625+483.8% | $6,400+321.9% |
| Admin fee / account holder | $17,235 | $9,323+84.9% | $7,339+134.8% | $11,426+50.8% |