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 | $760,280 | $197,591+284.8% | $177,821+327.6% | $158,922+378.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.42% | 58.76%-51.3pp | 48.32%-40.9pp | 302.83%-295.4pp |
| Employer contribution / active EE | $26,082 | $6,697+289.4% | $5,918+340.7% | $4,761+447.8% |
| Participant deferral / active EE | $10,403 | $8,405+23.8% | $7,714+34.9% | $5,982+73.9% |
| Admin fee / account holder | $296,575 | $15,399+1825.9% | $12,427+2286.5% | $11,246+2537.2% |