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 | $339,875 | $114,237+197.5% | $119,258+185.0% | $167,490+102.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 14.88% | 29.87%-15.0pp | 30.69%-15.8pp | 478.56%-463.7pp |
| Employer contribution / active EE | $11,316 | $4,481+152.5% | $4,384+158.1% | $4,837+133.9% |
| Participant deferral / active EE | $8,650 | $6,084+42.2% | $6,111+41.5% | $6,341+36.4% |
| Admin fee / account holder | $72,793 | $8,932+715.0% | $7,226+907.4% | $12,309+491.4% |