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 | $538,196 | $135,952+295.9% | $123,892+334.4% | $273,961+96.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.97% | 56.63%-49.7pp | 47.52%-40.5pp | 41.45%-34.5pp |
| Employer contribution / active EE | $14,161 | $5,170+173.9% | $4,617+206.7% | $4,869+190.9% |
| Participant deferral / active EE | $11,346 | $6,343+78.9% | $5,984+89.6% | $5,287+114.6% |
| Admin fee / account holder | $55,540 | $9,817+465.8% | $8,357+564.6% | $10,132+448.2% |