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 | $657,617 | $107,334+512.7% | $92,893+607.9% | $152,861+330.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 32.98% | 145.58%-112.6pp | 109.41%-76.4pp | 345.32%-312.3pp |
| Employer contribution / active EE | $30,820 | $4,221+630.2% | $3,653+743.8% | $4,762+547.2% |
| Participant deferral / active EE | $11,650 | $4,845+140.5% | $4,236+175.0% | $5,850+99.1% |
| Admin fee / account holder | $5,059 | $7,079-28.5% | $5,794-12.7% | $11,596-56.4% |