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 | $473,680 | $100,773+370.0% | $88,946+432.6% | $142,382+232.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.27% | 70.18%-54.9pp | 57.82%-42.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $9,929 | $2,918+240.3% | $2,555+288.6% | $4,299+131.0% |
| Participant deferral / active EE | $4,576 | $5,230-12.5% | $4,581-0.1% | $6,507-29.7% |
| Admin fee / account holder | $805 | $9,693-91.7% | $8,261-90.3% | $12,624-93.6% |