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 | $513,144 | $116,175+341.7% | $93,606+448.2% | $152,861+235.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 17.63% | 35.96%-18.3pp | 32.76%-15.1pp | 345.32%-327.7pp |
| Employer contribution / active EE | $16,500 | $3,218+412.7% | $2,718+507.1% | $4,762+246.5% |
| Participant deferral / active EE | $17,712 | $4,603+284.8% | $4,069+335.3% | $5,850+202.8% |
| Admin fee / account holder | $97,515 | $10,748+807.3% | $7,888+1136.2% | $11,596+740.9% |