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 | $761,999 | $127,065+499.7% | $113,168+573.3% | $142,382+435.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.82% | 24.03%-6.2pp | 24.27%-6.4pp | 217.08%-199.3pp |
| Employer contribution / active EE | $15,605 | $3,442+353.4% | $2,975+424.5% | $4,299+263.0% |
| Participant deferral / active EE | $11,824 | $5,716+106.8% | $5,107+131.5% | $6,507+81.7% |
| Admin fee / account holder | $22,770 | $15,736+44.7% | $12,068+88.7% | $12,624+80.4% |