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 | $458,525 | $185,822+146.8% | $169,993+169.7% | $139,434+228.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.13% | 60.50%-40.4pp | 53.37%-33.2pp | 372.94%-352.8pp |
| Employer contribution / active EE | $3,553 | $7,590-53.2% | $6,785-47.6% | $4,751-25.2% |
| Participant deferral / active EE | $4,407 | $11,622-62.1% | $10,408-57.7% | $6,710-34.3% |
| Admin fee / account holder | $23,981 | $15,381+55.9% | $12,815+87.1% | $11,403+110.3% |