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 | $434,326 | $105,859+310.3% | $90,160+381.7% | $147,584+194.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.97% | 37.63%-19.7pp | 34.88%-16.9pp | 578.55%-560.6pp |
| Employer contribution / active EE | $11,217 | $4,126+171.8% | $3,318+238.0% | $4,876+130.0% |
| Participant deferral / active EE | $22,690 | $5,733+295.7% | $5,288+329.1% | $5,439+317.2% |
| Admin fee / account holder | $3,278 | $8,046-59.3% | $5,943-44.8% | $10,885-69.9% |