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 | $465,212 | $129,217+260.0% | $93,406+398.1% | $158,922+192.7% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 6.62% | 118.21%-111.6pp | 78.05%-71.4pp | 302.83%-296.2pp |
| Employer contribution / active EE | $6,250 | $2,711+130.5% | $2,075+201.2% | $4,761+31.3% |
| Participant deferral / active EE | $0 | $3,909-100.0% | $3,126-100.0% | $5,982-100.0% |
| Admin fee / account holder | $138,724 | $7,383+1779.0% | $5,230+2552.5% | $11,246+1133.6% |