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 | $412,960 | $154,117+168.0% | $129,995+217.7% | $139,434+196.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.58% | 32.48%-15.9pp | -137.18%+153.8pp | 372.94%-356.4pp |
| Employer contribution / active EE | $17,203 | $5,289+225.3% | $4,320+298.3% | $4,751+262.1% |
| Participant deferral / active EE | $8,440 | $6,710+25.8% | $5,820+45.0% | $6,710+25.8% |
| Admin fee / account holder | $29,014 | $14,007+107.1% | $10,614+173.3% | $11,403+154.5% |