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 | $403,475 | $54,705+637.5% | $71,209+466.6% | $84,808+375.8% |
| Participation rate | 89.7% | 64.1%+25.6pp | 73.8%+15.9pp | 68.3%+21.3pp |
| Annual return | 17.13% | 35.90%-18.8pp | 282.51%-265.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $23,910 | $2,158+1008.0% | $2,721+778.7% | $2,631+808.8% |
| Participant deferral / active EE | $3,950 | $3,030+30.3% | $4,175-5.4% | $4,212-6.2% |
| Admin fee / account holder | $13,184 | $4,863+171.1% | $5,349+146.5% | $7,344+79.5% |