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 | $305,516 | $175,202+74.4% | $149,673+104.1% | $139,434+119.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.69% | 166.71%-150.0pp | 134.42%-117.7pp | 372.94%-356.3pp |
| Employer contribution / active EE | $24,341 | $5,474+344.6% | $4,818+405.2% | $4,751+412.4% |
| Participant deferral / active EE | $16,749 | $6,519+156.9% | $5,680+194.9% | $6,710+149.6% |
| Admin fee / account holder | $227,352 | $16,150+1307.7% | $13,210+1621.1% | $11,403+1893.9% |