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 | $304,819 | $105,126+190.0% | $94,646+222.1% | $139,434+118.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.32% | 38.03%-22.7pp | 156.71%-141.4pp | 372.94%-357.6pp |
| Employer contribution / active EE | $7,610 | $4,106+85.4% | $3,672+107.2% | $4,751+60.2% |
| Participant deferral / active EE | $17,500 | $7,599+130.3% | $7,418+135.9% | $6,710+160.8% |
| Admin fee / account holder | $2,524 | $8,984-71.9% | $7,231-65.1% | $11,403-77.9% |