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 | $1,667,462 | $152,509+993.4% | $117,472+1319.5% | $134,475+1140.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.44% | 52.99%-69.4pp | 29.74%-46.2pp | 417.96%-434.4pp |
| Employer contribution / active EE | $23,451 | $5,571+321.0% | $4,176+461.6% | $4,740+394.8% |
| Participant deferral / active EE | $18,778 | $4,818+289.8% | $4,070+361.3% | $6,400+193.4% |
| Admin fee / account holder | $15,026 | $7,004+114.5% | $5,645+166.2% | $11,426+31.5% |