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 | $477,730 | $98,750+383.8% | $149,696+219.1% | $79,858+498.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 27.12% | 27.43%-0.3pp | 276.60%-249.5pp | 31.71%-4.6pp |
| Employer contribution / active EE | $4,884 | $3,216+51.9% | $4,644+5.2% | $2,471+97.7% |
| Participant deferral / active EE | $9,604 | $5,680+69.1% | $6,842+40.4% | $3,740+156.8% |
| Admin fee / account holder | $5,842 | $6,053-3.5% | $9,309-37.2% | $5,306+10.1% |