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 7-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 | $351,552 | $106,584+229.8% | $101,326+247.0% | $142,382+146.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.56% | 36.93%-20.4pp | 36.82%-20.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $8,083 | $3,956+104.3% | $3,665+120.5% | $4,299+88.0% |
| Participant deferral / active EE | $18,095 | $8,297+118.1% | $7,994+126.4% | $6,507+178.1% |
| Admin fee / account holder | $54,675 | $11,446+377.7% | $11,185+388.8% | $12,624+333.1% |