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 | $431,267 | $165,335+160.8% | $149,696+188.1% | $158,922+171.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.85% | 348.15%-327.3pp | 276.60%-255.8pp | 302.83%-282.0pp |
| Employer contribution / active EE | $5,219 | $5,103+2.3% | $4,644+12.4% | $4,761+9.6% |
| Participant deferral / active EE | $22,313 | $7,181+210.7% | $6,842+226.1% | $5,982+273.0% |
| Admin fee / account holder | $509 | $10,807-95.3% | $9,309-94.5% | $11,246-95.5% |