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 | $456,240 | $202,432+125.4% | $169,368+169.4% | $139,434+227.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.53% | 531.74%-511.2pp | 405.60%-385.1pp | 372.94%-352.4pp |
| Employer contribution / active EE | $4,003 | $4,692-14.7% | $4,013-0.2% | $4,751-15.7% |
| Participant deferral / active EE | $5,444 | $6,938-21.5% | $6,221-12.5% | $6,710-18.9% |
| Admin fee / account holder | $129,286 | $10,708+1107.4% | $9,003+1336.0% | $11,403+1033.8% |