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 | $283,302 | $106,890+165.0% | $84,015+237.2% | $152,861+85.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 22.80% | 104.99%-82.2pp | 71.31%-48.5pp | 345.32%-322.5pp |
| Employer contribution / active EE | $9,463 | $2,734+246.1% | $1,983+377.1% | $4,762+98.7% |
| Participant deferral / active EE | $5,775 | $4,011+44.0% | $3,239+78.3% | $5,850-1.3% |
| Admin fee / account holder | $1,704 | $8,285-79.4% | $6,101-72.1% | $11,596-85.3% |