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 | $250,965 | $63,346+296.2% | $92,233+172.1% | $70,131+257.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 21.13% | 530.12%-509.0pp | 176.28%-155.2pp | 73.14%-52.0pp |
| Employer contribution / active EE | $8,036 | $2,471+225.2% | $3,679+118.4% | $2,342+243.1% |
| Participant deferral / active EE | $8,279 | $2,854+190.1% | $3,897+112.5% | $3,332+148.5% |
| Admin fee / account holder | $1,639 | $3,840-57.3% | $5,194-68.4% | $4,645-64.7% |