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 | $493,948 | $232,540+112.4% | $185,117+166.8% | $147,584+234.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.29% | 43.03%-25.7pp | 40.50%-23.2pp | 578.55%-561.3pp |
| Employer contribution / active EE | $12,431 | $5,195+139.3% | $4,182+197.3% | $4,876+154.9% |
| Participant deferral / active EE | $10,637 | $5,834+82.3% | $5,045+110.8% | $5,439+95.6% |
| Admin fee / account holder | $17,366 | $10,275+69.0% | $8,159+112.8% | $10,885+59.5% |