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 | $266,549 | $54,705+387.2% | $71,209+274.3% | $84,808+214.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 17.44% | 35.90%-18.5pp | 282.51%-265.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $8,242 | $2,158+282.0% | $2,721+202.9% | $2,631+213.3% |
| Participant deferral / active EE | $15,299 | $3,030+404.8% | $4,175+266.4% | $4,212+263.3% |
| Admin fee / account holder | $3,149 | $4,863-35.2% | $5,349-41.1% | $7,344-57.1% |