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 | $401,142 | $135,635+195.8% | $110,238+263.9% | $135,375+196.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 4.20% | 513.19%-509.0pp | 314.74%-310.5pp | 519.73%-515.5pp |
| Employer contribution / active EE | $24,232 | $4,906+393.9% | $3,826+533.3% | $4,779+407.1% |
| Participant deferral / active EE | $4,558 | $5,506-17.2% | $4,672-2.4% | $5,609-18.7% |
| Admin fee / account holder | $14,364 | $11,457+25.4% | $8,547+68.1% | $10,827+32.7% |