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 | $482,172 | $99,032+386.9% | $80,019+502.6% | $135,375+256.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 1.52% | 15.39%-13.9pp | 11.22%-9.7pp | 519.73%-518.2pp |
| Employer contribution / active EE | $30,532 | $3,043+903.2% | $2,468+1137.2% | $4,779+538.9% |
| Participant deferral / active EE | $1,964 | $4,282-54.1% | $3,686-46.7% | $5,609-65.0% |
| Admin fee / account holder | $351,903 | $10,436+3272.1% | $6,521+5296.6% | $10,827+3150.2% |