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 | $299,817 | $117,381+155.4% | $99,443+201.5% | $152,861+96.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 11.14% | 31.87%-20.7pp | 30.72%-19.6pp | 345.32%-334.2pp |
| Employer contribution / active EE | $13,393 | $3,013+344.5% | $2,540+427.3% | $4,762+181.2% |
| Participant deferral / active EE | $9,900 | $4,086+142.3% | $3,619+173.6% | $5,850+69.2% |
| Admin fee / account holder | $79,134 | $7,631+937.0% | $6,250+1166.1% | $11,596+582.4% |