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 | $488,091 | $108,919+348.1% | $100,391+386.2% | $145,922+234.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.57% | 57.88%-43.3pp | 49.20%-34.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,909 | $4,419-56.8% | $3,942-51.6% | $4,660-59.0% |
| Participant deferral / active EE | $10,367 | $8,445+22.8% | $8,082+28.3% | $6,688+55.0% |
| Admin fee / account holder | $2,914 | $9,689-69.9% | $7,899-63.1% | $13,397-78.3% |