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 | $490,734 | $105,998+363.0% | $92,233+432.1% | $147,584+232.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.59% | 50.05%-34.5pp | 176.28%-160.7pp | 578.55%-563.0pp |
| Employer contribution / active EE | $13,627 | $4,333+214.5% | $3,679+270.4% | $4,876+179.5% |
| Participant deferral / active EE | $8,482 | $4,478+89.4% | $3,897+117.7% | $5,439+56.0% |
| Admin fee / account holder | $1,528 | $6,332-75.9% | $5,194-70.6% | $10,885-86.0% |