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 | $440,931 | $169,032+160.9% | $129,207+241.3% | $145,922+202.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.08% | 14330.11%-14315.0pp | 9417.33%-9402.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $16,393 | $5,537+196.1% | $4,153+294.7% | $4,660+251.8% |
| Participant deferral / active EE | $3,438 | $4,987-31.1% | $4,168-17.5% | $6,688-48.6% |
| Admin fee / account holder | $2,990 | $9,954-70.0% | $7,715-61.2% | $13,397-77.7% |