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 | $475,893 | $202,318+135.2% | $172,739+175.5% | $152,861+211.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.48% | 1029.65%-1008.2pp | 802.84%-781.4pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,844 | $5,856-68.5% | $5,143-64.1% | $4,762-61.3% |
| Participant deferral / active EE | $11,353 | $5,948+90.9% | $5,198+118.4% | $5,850+94.1% |
| Admin fee / account holder | $5,837 | $17,109-65.9% | $13,954-58.2% | $11,596-49.7% |