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 | $456,663 | $96,635+372.6% | $86,612+427.2% | $139,434+227.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.04% | 106.41%-83.4pp | 591.07%-568.0pp | 372.94%-349.9pp |
| Employer contribution / active EE | $14,364 | $3,263+340.2% | $3,022+375.2% | $4,751+202.3% |
| Participant deferral / active EE | $18,900 | $4,836+290.8% | $4,438+325.9% | $6,710+181.7% |
| Admin fee / account holder | $378 | $6,408-94.1% | $5,614-93.3% | $11,403-96.7% |