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 | $416,641 | $176,056+136.7% | $159,436+161.3% | $167,490+148.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.50% | 331.75%-307.3pp | 263.57%-239.1pp | 478.56%-454.1pp |
| Employer contribution / active EE | $6,311 | $5,297+19.1% | $4,829+30.7% | $4,837+30.5% |
| Participant deferral / active EE | $8,445 | $7,750+9.0% | $7,352+14.9% | $6,341+33.2% |
| Admin fee / account holder | $4,592 | $12,554-63.4% | $10,799-57.5% | $12,309-62.7% |