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 | $275,521 | $118,680+132.2% | $98,907+178.6% | $158,922+73.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 13.37% | 372.35%-359.0pp | 196.43%-183.1pp | 302.83%-289.5pp |
| Employer contribution / active EE | $7,683 | $3,333+130.5% | $2,689+185.7% | $4,761+61.4% |
| Participant deferral / active EE | $5,972 | $5,088+17.4% | $4,244+40.7% | $5,982-0.2% |
| Admin fee / account holder | $45,017 | $10,131+344.4% | $6,642+577.8% | $11,246+300.3% |