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 | $541,895 | $136,179+297.9% | $98,755+448.7% | $167,490+223.5% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 17.10% | 67.53%-50.4pp | 49.91%-32.8pp | 478.56%-461.5pp |
| Employer contribution / active EE | $8,456 | $2,631+221.4% | $2,067+309.0% | $4,837+74.8% |
| Participant deferral / active EE | $8,331 | $3,716+124.2% | $3,035+174.5% | $6,341+31.4% |
| Admin fee / account holder | $2,693 | $5,031-46.5% | $4,076-33.9% | $12,309-78.1% |