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 | $458,955 | $148,534+209.0% | $135,903+237.7% | $139,434+229.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.16% | 79.19%-61.0pp | 68.23%-50.1pp | 372.94%-354.8pp |
| Employer contribution / active EE | $16,786 | $5,243+220.2% | $4,856+245.7% | $4,751+253.3% |
| Participant deferral / active EE | $18,670 | $8,100+130.5% | $7,758+140.7% | $6,710+178.2% |
| Admin fee / account holder | $20,721 | $12,400+67.1% | $10,762+92.5% | $11,403+81.7% |