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 | $294,565 | $165,335+78.2% | $149,696+96.8% | $158,922+85.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.18% | 348.15%-334.0pp | 276.60%-262.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $17,195 | $5,103+237.0% | $4,644+270.2% | $4,761+261.1% |
| Participant deferral / active EE | $10,625 | $7,181+48.0% | $6,842+55.3% | $5,982+77.6% |
| Admin fee / account holder | $12,506 | $10,807+15.7% | $9,309+34.4% | $11,246+11.2% |