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 | $464,143 | $96,635+380.3% | $86,612+435.9% | $139,434+232.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.86% | 106.41%-93.6pp | 591.07%-578.2pp | 372.94%-360.1pp |
| Employer contribution / active EE | $671 | $3,263-79.5% | $3,022-77.8% | $4,751-85.9% |
| Participant deferral / active EE | $1,125 | $4,836-76.7% | $4,438-74.6% | $6,710-83.2% |
| Admin fee / account holder | $5,914 | $6,408-7.7% | $5,614+5.3% | $11,403-48.1% |