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 | $260,389 | $105,998+145.7% | $92,233+182.3% | $147,584+76.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.02% | 50.05%-37.0pp | 176.28%-163.3pp | 578.55%-565.5pp |
| Employer contribution / active EE | $3,864 | $4,333-10.8% | $3,679+5.0% | $4,876-20.8% |
| Participant deferral / active EE | $4,145 | $4,478-7.4% | $3,897+6.4% | $5,439-23.8% |
| Admin fee / account holder | $7,273 | $6,332+14.9% | $5,194+40.0% | $10,885-33.2% |