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 | $319,370 | $73,515+334.4% | $62,995+407.0% | $147,584+116.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.16% | 175.43%-158.3pp | 87.57%-70.4pp | 578.55%-561.4pp |
| Employer contribution / active EE | $2,876 | $3,320-13.4% | $2,759+4.2% | $4,876-41.0% |
| Participant deferral / active EE | $18,950 | $4,185+352.8% | $3,329+469.2% | $5,439+248.4% |
| Admin fee / account holder | $5,072 | $5,953-14.8% | $3,600+40.9% | $10,885-53.4% |