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 | $403,697 | $99,020+307.7% | $86,590+366.2% | $147,584+173.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.39% | 1312.34%-1297.9pp | 964.84%-950.5pp | 578.55%-564.2pp |
| Employer contribution / active EE | $3,333 | $3,132+6.4% | $2,839+17.4% | $4,876-31.7% |
| Participant deferral / active EE | $12,000 | $3,972+202.1% | $3,609+232.5% | $5,439+120.6% |
| Admin fee / account holder | $435 | $5,710-92.4% | $4,906-91.1% | $10,885-96.0% |