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 | $273,115 | $138,065+97.8% | $123,544+121.1% | $135,375+101.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.89% | 153.68%-151.8pp | 119.20%-117.3pp | 519.73%-517.8pp |
| Employer contribution / active EE | $4,695 | $5,151-8.9% | $4,628+1.5% | $4,779-1.7% |
| Participant deferral / active EE | $5,429 | $6,799-20.2% | $6,426-15.5% | $5,609-3.2% |
| Admin fee / account holder | $37,233 | $10,916+241.1% | $9,284+301.1% | $10,827+243.9% |