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 | $538,911 | $176,812+204.8% | $146,665+267.4% | $167,490+221.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.27% | 24.03%-9.8pp | 22.74%-8.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $2,501 | $5,160-51.5% | $4,136-39.5% | $4,837-48.3% |
| Participant deferral / active EE | $11,548 | $6,440+79.3% | $5,506+109.7% | $6,341+82.1% |
| Admin fee / account holder | $2,585 | $13,259-80.5% | $10,280-74.8% | $12,309-79.0% |