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 | $668,870 | $68,547+875.8% | $120,354+455.8% | $80,856+727.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 15.76% | 23.60%-7.8pp | 107.15%-91.4pp | 35.59%-19.8pp |
| Employer contribution / active EE | $13,226 | $2,051+544.8% | $3,463+282.0% | $2,755+380.1% |
| Participant deferral / active EE | $19,059 | $3,173+500.6% | $4,991+281.9% | $4,296+343.7% |
| Admin fee / account holder | $22,452 | $5,732+291.7% | $9,423+138.3% | $6,918+224.5% |