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 | $633,771 | $115,770+447.4% | $101,248+526.0% | $158,922+298.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.81% | 56.14%-42.3pp | 46.47%-32.7pp | 302.83%-289.0pp |
| Employer contribution / active EE | $12,945 | $4,175+210.1% | $3,660+253.7% | $4,761+171.9% |
| Participant deferral / active EE | $11,293 | $4,957+127.8% | $4,370+158.4% | $5,982+88.8% |
| Admin fee / account holder | $5,728 | $7,245-20.9% | $5,945-3.7% | $11,246-49.1% |