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 | $544,188 | $133,922+306.3% | $116,228+368.2% | $142,382+282.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.58% | 147.76%-134.2pp | 90.06%-76.5pp | 217.08%-203.5pp |
| Employer contribution / active EE | $6,667 | $3,446+93.5% | $2,994+122.6% | $4,299+55.1% |
| Participant deferral / active EE | $20,667 | $5,672+264.4% | $4,953+317.2% | $6,507+217.6% |
| Admin fee / account holder | $4,755 | $14,945-68.2% | $11,989-60.3% | $12,624-62.3% |