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 | $311,032 | $91,538+239.8% | $129,995+139.3% | $75,163+313.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.80% | -631.11%+647.9pp | -137.18%+154.0pp | 160.62%-143.8pp |
| Employer contribution / active EE | $7,136 | $2,845+150.8% | $4,320+65.2% | $2,670+167.3% |
| Participant deferral / active EE | $14,064 | $4,341+224.0% | $5,820+141.7% | $4,125+240.9% |
| Admin fee / account holder | $1,953 | $6,790-71.2% | $10,614-81.6% | $5,651-65.4% |