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 3-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 | $491,690 | $99,877+392.3% | $84,966+478.7% | $145,922+237.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 19.27% | 83.76%-64.5pp | 66.38%-47.1pp | 561.29%-542.0pp |
| Employer contribution / active EE | $1,921 | $3,231-40.6% | $2,727-29.6% | $4,660-58.8% |
| Participant deferral / active EE | $11,200 | $5,291+111.7% | $4,519+147.8% | $6,688+67.5% |
| Admin fee / account holder | $1,506 | $7,248-79.2% | $6,149-75.5% | $13,397-88.8% |