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 | $571,796 | $217,402+163.0% | $185,823+207.7% | $167,490+241.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.59% | 148.36%-129.8pp | 122.05%-103.5pp | 478.56%-460.0pp |
| Employer contribution / active EE | $9,770 | $5,873+66.3% | $5,167+89.1% | $4,837+102.0% |
| Participant deferral / active EE | $13,600 | $6,356+114.0% | $5,568+144.3% | $6,341+114.5% |
| Admin fee / account holder | $5,880 | $19,811-70.3% | $16,237-63.8% | $12,309-52.2% |