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 | $656,262 | $91,190+619.7% | $178,490+267.7% | $79,858+721.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.65% | 24.19%-6.5pp | 151.07%-133.4pp | 31.71%-14.1pp |
| Employer contribution / active EE | $26,567 | $3,256+716.0% | $5,011+430.2% | $2,471+975.2% |
| Participant deferral / active EE | $12,996 | $3,236+301.6% | $5,202+149.8% | $3,740+247.5% |
| Admin fee / account holder | $93,268 | $6,751+1281.5% | $13,984+567.0% | $5,306+1657.7% |