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 | $437,744 | $65,365+569.7% | $92,893+371.2% | $72,985+499.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 22.88% | 42.10%-19.2pp | 109.41%-86.5pp | 81.00%-58.1pp |
| Employer contribution / active EE | $16,919 | $2,594+552.2% | $3,653+363.2% | $2,440+593.4% |
| Participant deferral / active EE | $15,938 | $3,128+409.5% | $4,236+276.2% | $3,607+341.8% |
| Admin fee / account holder | $9,607 | $4,251+126.0% | $5,794+65.8% | $5,124+87.5% |