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 | $271,419 | $160,055+69.6% | $140,016+93.8% | $135,375+100.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -0.36% | 911.38%-911.7pp | 651.12%-651.5pp | 519.73%-520.1pp |
| Employer contribution / active EE | $7,353 | $6,420+14.5% | $5,606+31.2% | $4,779+53.9% |
| Participant deferral / active EE | $13,529 | $7,642+77.0% | $6,927+95.3% | $5,609+141.2% |
| Admin fee / account holder | $35,083 | $13,328+163.2% | $10,705+227.7% | $10,827+224.0% |