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 | $334,724 | $117,841+184.0% | $102,423+226.8% | $145,922+129.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.04% | 31.65%-19.6pp | 29.32%-17.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $9,378 | $3,615+159.4% | $3,023+210.2% | $4,660+101.3% |
| Participant deferral / active EE | $5,803 | $5,731+1.3% | $5,053+14.9% | $6,688-13.2% |
| Admin fee / account holder | $46,270 | $13,326+247.2% | $9,451+389.6% | $13,397+245.4% |