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 | $457,397 | $157,256+190.9% | $141,162+224.0% | $152,861+199.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.62% | 64.32%-40.7pp | 71.39%-47.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $10,781 | $5,261+104.9% | $4,735+127.7% | $4,762+126.4% |
| Participant deferral / active EE | $11,934 | $7,109+67.9% | $6,709+77.9% | $5,850+104.0% |
| Admin fee / account holder | $2,656 | $12,120-78.1% | $10,261-74.1% | $11,596-77.1% |