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 | $539,711 | $133,958+302.9% | $112,228+380.9% | $134,475+301.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 6.34% | 47.11%-40.8pp | 27.45%-21.1pp | 417.96%-411.6pp |
| Employer contribution / active EE | $12,846 | $4,038+218.1% | $3,635+253.4% | $4,740+171.0% |
| Participant deferral / active EE | $8,948 | $5,291+69.1% | $4,728+89.2% | $6,400+39.8% |
| Admin fee / account holder | $2,968 | $7,489-60.4% | $6,410-53.7% | $11,426-74.0% |