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 | $483,818 | $165,984+191.5% | $164,813+193.6% | $145,922+231.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.24% | 100.03%-90.8pp | 69.93%-60.7pp | 561.29%-552.0pp |
| Employer contribution / active EE | $5,034 | $5,273-4.5% | $4,341+16.0% | $4,660+8.0% |
| Participant deferral / active EE | $16,592 | $6,959+138.4% | $6,031+175.1% | $6,688+148.1% |
| Admin fee / account holder | $4,639 | $16,648-72.1% | $12,690-63.4% | $13,397-65.4% |