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 | $288,242 | $138,044+108.8% | $125,339+130.0% | $134,475+114.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 2.65% | 750.33%-747.7pp | 572.05%-569.4pp | 417.96%-415.3pp |
| Employer contribution / active EE | $5,782 | $5,243+10.3% | $4,814+20.1% | $4,740+22.0% |
| Participant deferral / active EE | $9,758 | $7,799+25.1% | $7,446+31.0% | $6,400+52.5% |
| Admin fee / account holder | $1,318 | $11,571-88.6% | $10,010-86.8% | $11,426-88.5% |