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 | $707,658 | $175,202+303.9% | $149,673+372.8% | $139,434+407.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.07% | 166.71%-155.6pp | 134.42%-123.3pp | 372.94%-361.9pp |
| Employer contribution / active EE | $8,203 | $5,474+49.8% | $4,818+70.3% | $4,751+72.7% |
| Participant deferral / active EE | $10,853 | $6,519+66.5% | $5,680+91.1% | $6,710+61.7% |
| Admin fee / account holder | $20,439 | $16,150+26.6% | $13,210+54.7% | $11,403+79.3% |