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 | $378,237 | $138,065+174.0% | $123,544+206.2% | $135,375+179.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 7.36% | 153.68%-146.3pp | 119.20%-111.8pp | 519.73%-512.4pp |
| Employer contribution / active EE | $19,103 | $5,151+270.8% | $4,628+312.8% | $4,779+299.7% |
| Participant deferral / active EE | $4,305 | $6,799-36.7% | $6,426-33.0% | $5,609-23.2% |
| Admin fee / account holder | $6,672 | $10,916-38.9% | $9,284-28.1% | $10,827-38.4% |