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 | $282,711 | $76,000+272.0% | $154,107+83.5% | $64,186+340.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.80% | 30.32%-36.1pp | 735.12%-740.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $10,487 | $3,351+213.0% | $5,298+98.0% | $2,381+340.5% |
| Participant deferral / active EE | $7,527 | $3,175+137.1% | $5,081+48.2% | $3,470+116.9% |
| Admin fee / account holder | $9,053 | $5,596+61.8% | $13,411-32.5% | $4,888+85.2% |