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 | $291,669 | $105,998+175.2% | $92,233+216.2% | $147,584+97.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.51% | 50.05%-32.5pp | 176.28%-158.8pp | 578.55%-561.0pp |
| Employer contribution / active EE | $11,202 | $4,333+158.5% | $3,679+204.5% | $4,876+129.7% |
| Participant deferral / active EE | $5,536 | $4,478+23.6% | $3,897+42.1% | $5,439+1.8% |
| Admin fee / account holder | $3,705 | $6,332-41.5% | $5,194-28.7% | $10,885-66.0% |