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 | $382,230 | $185,822+105.7% | $169,993+124.9% | $139,434+174.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.77% | 60.50%-48.7pp | 53.37%-41.6pp | 372.94%-361.2pp |
| Employer contribution / active EE | $25,991 | $7,590+242.4% | $6,785+283.0% | $4,751+447.1% |
| Participant deferral / active EE | $16,683 | $11,622+43.5% | $10,408+60.3% | $6,710+148.6% |
| Admin fee / account holder | $400 | $15,381-97.4% | $12,815-96.9% | $11,403-96.5% |