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 | $277,739 | $165,335+68.0% | $149,696+85.5% | $158,922+74.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 33.52% | 348.15%-314.6pp | 276.60%-243.1pp | 302.83%-269.3pp |
| Employer contribution / active EE | $7,662 | $5,103+50.2% | $4,644+65.0% | $4,761+60.9% |
| Participant deferral / active EE | $8,547 | $7,181+19.0% | $6,842+24.9% | $5,982+42.9% |
| Admin fee / account holder | $712 | $10,807-93.4% | $9,309-92.4% | $11,246-93.7% |