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 | $443,935 | $126,574+250.7% | $106,213+318.0% | $145,922+204.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.14% | 224.79%-212.6pp | 116.14%-104.0pp | 561.29%-549.1pp |
| Employer contribution / active EE | $16,203 | $3,730+334.4% | $3,171+410.9% | $4,660+247.7% |
| Participant deferral / active EE | $26,310 | $5,724+359.7% | $5,016+424.5% | $6,688+293.4% |
| Admin fee / account holder | $14,212 | $17,304-17.9% | $11,033+28.8% | $13,397+6.1% |