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 | $412,584 | $101,069+308.2% | $81,478+406.4% | $147,584+179.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 19.27% | 32.40%-13.1pp | 38.78%-19.5pp | 578.55%-559.3pp |
| Employer contribution / active EE | $20,250 | $3,205+531.8% | $2,568+688.6% | $4,876+315.3% |
| Participant deferral / active EE | $10,813 | $4,242+154.9% | $3,537+205.7% | $5,439+98.8% |
| Admin fee / account holder | $449 | $5,812-92.3% | $4,561-90.2% | $10,885-95.9% |