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 | $403,314 | $157,256+156.5% | $141,162+185.7% | $152,861+163.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.77% | 64.32%-40.6pp | 71.39%-47.6pp | 345.32%-321.6pp |
| Employer contribution / active EE | $34,145 | $5,261+549.0% | $4,735+621.1% | $4,762+617.0% |
| Participant deferral / active EE | $10,529 | $7,109+48.1% | $6,709+56.9% | $5,850+80.0% |
| Admin fee / account holder | $1,387 | $12,120-88.6% | $10,261-86.5% | $11,596-88.0% |