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 6-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 | $517,365 | $176,056+193.9% | $159,436+224.5% | $167,490+208.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.85% | 331.75%-319.9pp | 263.57%-251.7pp | 478.56%-466.7pp |
| Employer contribution / active EE | $2,080 | $5,297-60.7% | $4,829-56.9% | $4,837-57.0% |
| Participant deferral / active EE | $19,500 | $7,750+151.6% | $7,352+165.2% | $6,341+207.5% |
| Admin fee / account holder | $4,690 | $12,554-62.6% | $10,799-56.6% | $12,309-61.9% |