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 | $335,756 | $96,965+246.3% | $97,995+242.6% | $147,584+127.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 16.18% | 24.11%-7.9pp | 23.94%-7.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $15,467 | $4,536+241.0% | $4,158+272.0% | $4,876+217.2% |
| Participant deferral / active EE | $13,934 | $5,081+174.2% | $5,097+173.4% | $5,439+156.2% |
| Admin fee / account holder | $19,065 | $8,120+134.8% | $5,943+220.8% | $10,885+75.1% |