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 | $486,026 | $114,381+324.9% | $107,525+352.0% | $142,382+241.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.66% | 242.71%-230.0pp | 181.32%-168.7pp | 217.08%-204.4pp |
| Employer contribution / active EE | $18,531 | $4,015+361.6% | $3,754+393.7% | $4,299+331.0% |
| Participant deferral / active EE | $22,986 | $5,564+313.1% | $5,116+349.3% | $6,507+253.2% |
| Admin fee / account holder | $302 | $9,860-96.9% | $8,919-96.6% | $12,624-97.6% |