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 | $596,711 | $148,534+301.7% | $135,903+339.1% | $139,434+328.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.14% | 79.19%-56.1pp | 68.23%-45.1pp | 372.94%-349.8pp |
| Employer contribution / active EE | $40,331 | $5,243+669.2% | $4,856+730.5% | $4,751+748.9% |
| Participant deferral / active EE | $22,815 | $8,100+181.7% | $7,758+194.1% | $6,710+240.0% |
| Admin fee / account holder | $6,400 | $12,400-48.4% | $10,762-40.5% | $11,403-43.9% |