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 | $560,573 | $111,754+401.6% | $103,333+442.5% | $145,922+284.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.88% | 24.77%-5.9pp | 24.88%-6.0pp | 561.29%-542.4pp |
| Employer contribution / active EE | $3,688 | $4,212-12.5% | $3,868-4.7% | $4,660-20.9% |
| Participant deferral / active EE | $4,646 | $5,619-17.3% | $5,057-8.1% | $6,688-30.5% |
| Admin fee / account holder | $99,144 | $9,750+916.8% | $8,355+1086.7% | $13,397+640.0% |