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 | $270,207 | $100,852+167.9% | $90,404+198.9% | $158,922+70.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.56% | 1724.20%-1713.6pp | 1293.02%-1282.5pp | 302.83%-292.3pp |
| Employer contribution / active EE | $14,977 | $3,689+306.1% | $3,262+359.1% | $4,761+214.6% |
| Participant deferral / active EE | $10,998 | $4,348+153.0% | $3,963+177.5% | $5,982+83.8% |
| Admin fee / account holder | $1,248 | $6,501-80.8% | $5,611-77.8% | $11,246-88.9% |