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 | $253,326 | $77,899+225.2% | $149,673+69.3% | $75,163+237.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.39% | 31.72%-12.3pp | 134.42%-115.0pp | 160.62%-141.2pp |
| Employer contribution / active EE | $7,650 | $3,137+143.8% | $4,818+58.8% | $2,670+186.5% |
| Participant deferral / active EE | $4,251 | $3,411+24.6% | $5,680-25.2% | $4,125+3.0% |
| Admin fee / account holder | $3,100 | $5,956-47.9% | $13,210-76.5% | $5,651-45.1% |