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 | $420,147 | $133,922+213.7% | $116,228+261.5% | $142,382+195.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 18.19% | 147.76%-129.6pp | 90.06%-71.9pp | 217.08%-198.9pp |
| Employer contribution / active EE | $12,793 | $3,446+271.3% | $2,994+327.2% | $4,299+197.6% |
| Participant deferral / active EE | $4,965 | $5,672-12.5% | $4,953+0.2% | $6,507-23.7% |
| Admin fee / account holder | $3,410 | $14,945-77.2% | $11,989-71.6% | $12,624-73.0% |