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 | $272,236 | $117,841+131.0% | $102,423+165.8% | $145,922+86.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.72% | 31.65%-19.9pp | 29.32%-17.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $16,356 | $3,615+352.5% | $3,023+441.0% | $4,660+251.0% |
| Participant deferral / active EE | $11,686 | $5,731+103.9% | $5,053+131.3% | $6,688+74.7% |
| Admin fee / account holder | $5,119 | $13,326-61.6% | $9,451-45.8% | $13,397-61.8% |