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 5-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 | $302,168 | $95,266+217.2% | $82,389+266.8% | $142,382+112.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 15.76% | 25.74%-10.0pp | 28.67%-12.9pp | 217.08%-201.3pp |
| Employer contribution / active EE | $10,765 | $2,991+259.9% | $2,517+327.7% | $4,299+150.4% |
| Participant deferral / active EE | $17,974 | $4,809+273.8% | $4,155+332.6% | $6,507+176.2% |
| Admin fee / account holder | $37,633 | $8,563+339.5% | $7,231+420.5% | $12,624+198.1% |