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 | $305,502 | $99,020+208.5% | $86,590+252.8% | $147,584+107.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.33% | 1312.34%-1296.0pp | 964.84%-948.5pp | 578.55%-562.2pp |
| Employer contribution / active EE | $6,386 | $3,132+103.9% | $2,839+124.9% | $4,876+31.0% |
| Participant deferral / active EE | $5,722 | $3,972+44.1% | $3,609+58.6% | $5,439+5.2% |
| Admin fee / account holder | $2,845 | $5,710-50.2% | $4,906-42.0% | $10,885-73.9% |