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 | $337,682 | $154,365+118.8% | $130,231+159.3% | $139,434+142.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 18.20% | 30.34%-12.1pp | 38.77%-20.6pp | 372.94%-354.7pp |
| Employer contribution / active EE | $17,700 | $5,170+242.4% | $4,126+329.0% | $4,751+272.6% |
| Participant deferral / active EE | $26,500 | $8,498+211.8% | $6,799+289.8% | $6,710+294.9% |
| Admin fee / account holder | $56,805 | $9,214+516.5% | $6,020+843.6% | $11,403+398.2% |