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 | $276,385 | $176,056+57.0% | $159,436+73.4% | $167,490+65.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.22% | 331.75%-321.5pp | 263.57%-253.4pp | 478.56%-468.3pp |
| Employer contribution / active EE | $19,050 | $5,297+259.6% | $4,829+294.5% | $4,837+293.8% |
| Participant deferral / active EE | $25,000 | $7,750+222.6% | $7,352+240.0% | $6,341+294.2% |
| Admin fee / account holder | $6,539 | $12,554-47.9% | $10,799-39.4% | $12,309-46.9% |