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 | $418,957 | $127,065+229.7% | $113,168+270.2% | $142,382+194.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.16% | 24.03%-5.9pp | 24.27%-6.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $8,758 | $3,442+154.4% | $2,975+194.4% | $4,299+103.7% |
| Participant deferral / active EE | $7,147 | $5,716+25.0% | $5,107+39.9% | $6,507+9.8% |
| Admin fee / account holder | $108,830 | $15,736+591.6% | $12,068+801.8% | $12,624+762.1% |