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 | $373,928 | $154,365+142.2% | $130,231+187.1% | $139,434+168.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 15.78% | 30.34%-14.6pp | 38.77%-23.0pp | 372.94%-357.2pp |
| Employer contribution / active EE | $14,830 | $5,170+186.8% | $4,126+259.5% | $4,751+212.2% |
| Participant deferral / active EE | $9,984 | $8,498+17.5% | $6,799+46.9% | $6,710+48.8% |
| Admin fee / account holder | $1,037 | $9,214-88.7% | $6,020-82.8% | $11,403-90.9% |