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 | $462,595 | $201,259+129.9% | $184,200+151.1% | $145,959+216.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.81% | 28.98%-12.2pp | 28.80%-12.0pp | 561.95%-545.1pp |
| Employer contribution / active EE | $12,152 | $7,018+73.2% | $6,424+89.2% | $4,661+160.7% |
| Participant deferral / active EE | $6,889 | $9,806-29.8% | $9,132-24.6% | $6,689+3.0% |
| Admin fee / account holder | $4,640 | $16,372-71.7% | $13,907-66.6% | $13,398-65.4% |