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 | $758,341 | $192,717+293.5% | $142,449+432.4% | $139,434+443.9% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 16.99% | 17.99%-1.0pp | 19.99%-3.0pp | 372.94%-356.0pp |
| Employer contribution / active EE | $27,817 | $5,806+379.1% | $4,847+473.9% | $4,751+485.5% |
| Participant deferral / active EE | $11,595 | $7,208+60.9% | $6,283+84.5% | $6,710+72.8% |
| Admin fee / account holder | $52,196 | $15,124+245.1% | $10,011+421.4% | $11,403+357.8% |