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 | $380,784 | $102,966+269.8% | $90,281+321.8% | $152,861+149.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.56% | 95.16%-70.6pp | 78.10%-53.5pp | 345.32%-320.8pp |
| Employer contribution / active EE | $17,568 | $3,139+459.7% | $2,854+515.5% | $4,762+268.9% |
| Participant deferral / active EE | $9,977 | $4,281+133.0% | $3,885+156.8% | $5,850+70.5% |
| Admin fee / account holder | $4,326 | $6,171-29.9% | $5,351-19.2% | $11,596-62.7% |