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 | $818,309 | $77,634+954.1% | $156,549+422.7% | $62,891+1201.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.81% | 50.32%-43.5pp | 32.23%-25.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $32,083 | $3,444+831.7% | $5,501+483.2% | $2,281+1306.6% |
| Participant deferral / active EE | $18,660 | $3,045+512.7% | $4,871+283.1% | $3,203+482.6% |
| Admin fee / account holder | $125,161 | $5,561+2150.7% | $13,027+860.8% | $4,296+2813.7% |