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 | $369,144 | $107,334+243.9% | $92,893+297.4% | $152,861+141.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.05% | 145.58%-127.5pp | 109.41%-91.4pp | 345.32%-327.3pp |
| Employer contribution / active EE | $12,509 | $4,221+196.3% | $3,653+242.5% | $4,762+162.7% |
| Participant deferral / active EE | $5,067 | $4,845+4.6% | $4,236+19.6% | $5,850-13.4% |
| Admin fee / account holder | $4,160 | $7,079-41.2% | $5,794-28.2% | $11,596-64.1% |