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 | $310,339 | $100,773+208.0% | $88,946+248.9% | $142,382+118.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.12% | 70.18%-54.1pp | 57.82%-41.7pp | 217.08%-201.0pp |
| Employer contribution / active EE | $18,381 | $2,918+530.0% | $2,555+619.4% | $4,299+327.6% |
| Participant deferral / active EE | $17,283 | $5,230+230.4% | $4,581+277.2% | $6,507+165.6% |
| Admin fee / account holder | $189,603 | $9,693+1856.1% | $8,261+2195.2% | $12,624+1402.0% |