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 | $518,199 | $111,814+363.4% | $103,374+401.3% | $145,959+255.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.42% | 24.77%-14.4pp | 24.89%-14.5pp | 561.95%-551.5pp |
| Employer contribution / active EE | $3,107 | $4,214-26.3% | $3,869-19.7% | $4,661-33.3% |
| Participant deferral / active EE | $14,802 | $5,618+163.5% | $5,058+192.7% | $6,689+121.3% |
| Admin fee / account holder | $167,219 | $9,754+1614.3% | $8,394+1892.1% | $13,398+1148.1% |