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 | $307,248 | $84,233+264.8% | $170,442+80.3% | $70,131+338.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.97% | 23.06%-4.1pp | 205.93%-187.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $13,145 | $3,387+288.1% | $5,433+142.0% | $2,342+461.2% |
| Participant deferral / active EE | $10,862 | $3,086+252.0% | $4,939+119.9% | $3,332+226.0% |
| Admin fee / account holder | $12,638 | $5,698+121.8% | $13,880-8.9% | $4,645+172.1% |