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 | $458,849 | $91,538+401.3% | $129,995+253.0% | $75,163+510.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.03% | -631.11%+647.1pp | -137.18%+153.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $8,608 | $2,845+202.5% | $4,320+99.3% | $2,670+222.4% |
| Participant deferral / active EE | $4,822 | $4,341+11.1% | $5,820-17.1% | $4,125+16.9% |
| Admin fee / account holder | $2,239 | $6,790-67.0% | $10,614-78.9% | $5,651-60.4% |