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 | $492,455 | $157,256+213.2% | $141,162+248.9% | $152,861+222.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.70% | 64.32%-48.6pp | 71.39%-55.7pp | 345.32%-329.6pp |
| Employer contribution / active EE | $13,930 | $5,261+164.8% | $4,735+194.2% | $4,762+192.5% |
| Participant deferral / active EE | $8,451 | $7,109+18.9% | $6,709+26.0% | $5,850+44.5% |
| Admin fee / account holder | $1,631 | $12,120-86.5% | $10,261-84.1% | $11,596-85.9% |