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 | $320,153 | $96,305+232.4% | $80,569+297.4% | $139,434+129.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 11.28% | 1350.08%-1338.8pp | 935.43%-924.1pp | 372.94%-361.7pp |
| Employer contribution / active EE | $12,818 | $3,262+292.9% | $2,723+370.6% | $4,751+169.8% |
| Participant deferral / active EE | $1,540 | $5,232-70.6% | $4,447-65.4% | $6,710-77.0% |
| Admin fee / account holder | $2,979 | $6,599-54.9% | $5,377-44.6% | $11,403-73.9% |