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 | $601,132 | $154,117+290.1% | $129,995+362.4% | $139,434+331.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.11% | 32.48%-17.4pp | -137.18%+152.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $18,073 | $5,289+241.7% | $4,320+318.4% | $4,751+280.4% |
| Participant deferral / active EE | $10,500 | $6,710+56.5% | $5,820+80.4% | $6,710+56.5% |
| Admin fee / account holder | $39,791 | $14,007+184.1% | $10,614+274.9% | $11,403+249.0% |