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 | $425,585 | $86,286+393.2% | $111,297+282.4% | $85,850+395.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 13.63% | 19.99%-6.4pp | 54.65%-41.0pp | 318.53%-304.9pp |
| Employer contribution / active EE | $14,364 | $2,043+603.0% | $2,731+426.0% | $2,565+460.0% |
| Participant deferral / active EE | $12,671 | $3,641+248.1% | $4,487+182.4% | $3,952+220.6% |
| Admin fee / account holder | $10,376 | $8,188+26.7% | $7,964+30.3% | $6,260+65.8% |