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 | $643,965 | $179,726+258.3% | $156,263+312.1% | $142,382+352.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.36% | 77.86%-66.5pp | 59.47%-48.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $14,167 | $5,069+179.5% | $4,333+226.9% | $4,299+229.5% |
| Participant deferral / active EE | $6,050 | $6,956-13.0% | $6,158-1.8% | $6,507-7.0% |
| Admin fee / account holder | $13,416 | $17,272-22.3% | $14,255-5.9% | $12,624+6.3% |