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 | $782,402 | $107,334+628.9% | $92,893+742.3% | $152,861+411.8% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 29.55% | 145.58%-116.0pp | 109.41%-79.9pp | 345.32%-315.8pp |
| Employer contribution / active EE | $10,350 | $4,221+145.2% | $3,653+183.4% | $4,762+117.3% |
| Participant deferral / active EE | $12,253 | $4,845+152.9% | $4,236+189.3% | $5,850+109.5% |
| Admin fee / account holder | $7,500 | $7,079+5.9% | $5,794+29.4% | $11,596-35.3% |