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 | $769,824 | $202,432+280.3% | $169,368+354.5% | $139,434+452.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.68% | 531.74%-520.1pp | 405.60%-393.9pp | 372.94%-361.3pp |
| Employer contribution / active EE | $1,009 | $4,692-78.5% | $4,013-74.9% | $4,751-78.8% |
| Participant deferral / active EE | $4,788 | $6,938-31.0% | $6,221-23.0% | $6,710-28.6% |
| Admin fee / account holder | $2,852 | $10,708-73.4% | $9,003-68.3% | $11,403-75.0% |