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 | $283,343 | $165,335+71.4% | $149,696+89.3% | $158,922+78.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.47% | 348.15%-338.7pp | 276.60%-267.1pp | 302.83%-293.4pp |
| Employer contribution / active EE | $21,023 | $5,103+312.0% | $4,644+352.7% | $4,761+341.5% |
| Participant deferral / active EE | $13,792 | $7,181+92.1% | $6,842+101.6% | $5,982+130.6% |
| Admin fee / account holder | $4,897 | $10,807-54.7% | $9,309-47.4% | $11,246-56.5% |