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 | $758,623 | $176,056+330.9% | $159,436+375.8% | $167,490+352.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.75% | 331.75%-314.0pp | 263.57%-245.8pp | 478.56%-460.8pp |
| Employer contribution / active EE | $1,616 | $5,297-69.5% | $4,829-66.5% | $4,837-66.6% |
| Participant deferral / active EE | $8,667 | $7,750+11.8% | $7,352+17.9% | $6,341+36.7% |
| Admin fee / account holder | $26,183 | $12,554+108.6% | $10,799+142.5% | $12,309+112.7% |