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 | $695,291 | $81,248+755.8% | $155,509+347.1% | $80,856+759.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 17.67% | 33.31%-15.6pp | 64.67%-47.0pp | 35.59%-17.9pp |
| Employer contribution / active EE | $22,107 | $3,100+613.1% | $4,672+373.1% | $2,755+702.5% |
| Participant deferral / active EE | $16,063 | $3,452+365.4% | $5,626+185.5% | $4,296+273.9% |
| Admin fee / account holder | $18,695 | $7,997+133.8% | $15,912+17.5% | $6,918+170.2% |