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 | $551,883 | $106,515+418.1% | $96,683+470.8% | $139,434+295.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.94% | 38.43%-24.5pp | 35.69%-21.8pp | 372.94%-359.0pp |
| Employer contribution / active EE | $21,299 | $4,103+419.1% | $3,737+470.0% | $4,751+348.3% |
| Participant deferral / active EE | $7,207 | $5,454+32.1% | $4,878+47.7% | $6,710+7.4% |
| Admin fee / account holder | $4,268 | $7,877-45.8% | $6,730-36.6% | $11,403-62.6% |