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 | $292,172 | $95,266+206.7% | $82,389+254.6% | $142,382+105.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 12.32% | 25.74%-13.4pp | 28.67%-16.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $4,374 | $2,991+46.2% | $2,517+73.8% | $4,299+1.7% |
| Participant deferral / active EE | $10,287 | $4,809+113.9% | $4,155+147.6% | $6,507+58.1% |
| Admin fee / account holder | $80,153 | $8,563+836.0% | $7,231+1008.5% | $12,624+534.9% |