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 | $466,173 | $98,750+372.1% | $149,696+211.4% | $79,858+483.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.79% | 27.43%-10.6pp | 276.60%-259.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $14,904 | $3,216+363.4% | $4,644+220.9% | $2,471+503.2% |
| Participant deferral / active EE | $11,795 | $5,680+107.7% | $6,842+72.4% | $3,740+215.4% |
| Admin fee / account holder | $45,361 | $6,053+649.5% | $9,309+387.3% | $5,306+754.9% |