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 | $516,837 | $95,416+441.7% | $185,823+178.1% | $85,850+502.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.19% | 23.59%-8.4pp | 122.05%-106.9pp | 318.53%-303.3pp |
| Employer contribution / active EE | $16,806 | $3,314+407.2% | $5,167+225.2% | $2,565+555.2% |
| Participant deferral / active EE | $12,588 | $3,423+267.7% | $5,568+126.1% | $3,952+218.6% |
| Admin fee / account holder | $1,599 | $7,213-77.8% | $16,237-90.2% | $6,260-74.5% |