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 | $630,707 | $175,202+260.0% | $149,673+321.4% | $139,434+352.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.94% | 166.71%-151.8pp | 134.42%-119.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $4,634 | $5,474-15.3% | $4,818-3.8% | $4,751-2.5% |
| Participant deferral / active EE | $6,166 | $6,519-5.4% | $5,680+8.5% | $6,710-8.1% |
| Admin fee / account holder | $15,234 | $16,150-5.7% | $13,210+15.3% | $11,403+33.6% |