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 | $274,258 | $98,750+177.7% | $149,696+83.2% | $79,858+243.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.72% | 27.43%-12.7pp | 276.60%-261.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $12,193 | $3,216+279.1% | $4,644+162.5% | $2,471+393.5% |
| Participant deferral / active EE | $13,292 | $5,680+134.0% | $6,842+94.3% | $3,740+255.4% |
| Admin fee / account holder | $13,228 | $6,053+118.6% | $9,309+42.1% | $5,306+149.3% |