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 | $888,051 | $114,381+676.4% | $107,525+725.9% | $142,382+523.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.80% | 242.71%-226.9pp | 181.32%-165.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $24,424 | $4,015+508.4% | $3,754+550.7% | $4,299+468.1% |
| Participant deferral / active EE | $16,151 | $5,564+190.3% | $5,116+215.7% | $6,507+148.2% |
| Admin fee / account holder | $6,254 | $9,860-36.6% | $8,919-29.9% | $12,624-50.5% |