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 | $288,419 | $71,829+301.5% | $69,780+313.3% | $142,382+102.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 14.95% | 31.01%-16.1pp | 26.31%-11.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $9,960 | $4,385+127.1% | $4,168+139.0% | $4,299+131.7% |
| Participant deferral / active EE | $10,190 | $6,819+49.4% | $6,164+65.3% | $6,507+56.6% |
| Admin fee / account holder | $83,619 | $7,818+969.6% | $7,285+1047.8% | $12,624+562.4% |