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 | $559,336 | $124,425+349.5% | $112,040+399.2% | $137,256+307.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.71% | 24.72%-9.0pp | 24.52%-8.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $22,756 | $3,411+567.1% | $2,954+670.3% | $4,156+447.5% |
| Participant deferral / active EE | $13,330 | $5,718+133.1% | $5,098+161.5% | $6,407+108.1% |
| Admin fee / account holder | $9,124 | $15,207-40.0% | $12,098-24.6% | $12,270-25.6% |