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 | $299,846 | $85,766+249.6% | $136,294+120.0% | $70,131+327.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.01% | 31.45%-16.4pp | 5155.94%-5140.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $28,173 | $2,966+849.8% | $4,695+500.0% | $2,342+1102.7% |
| Participant deferral / active EE | $10,418 | $5,051+106.2% | $6,247+66.8% | $3,332+212.7% |
| Admin fee / account holder | $11,893 | $5,420+119.4% | $9,243+28.7% | $4,645+156.0% |