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 | $611,386 | $117,381+420.9% | $99,443+514.8% | $152,861+300.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 19.01% | 31.87%-12.9pp | 30.72%-11.7pp | 345.32%-326.3pp |
| Employer contribution / active EE | $3,338 | $3,013+10.8% | $2,540+31.4% | $4,762-29.9% |
| Participant deferral / active EE | $7,841 | $4,086+91.9% | $3,619+116.7% | $5,850+34.0% |
| Admin fee / account holder | $44,303 | $7,631+480.6% | $6,250+608.8% | $11,596+282.0% |