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 | $477,871 | $76,000+528.8% | $154,107+210.1% | $64,186+644.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 5.31% | 30.32%-25.0pp | 735.12%-729.8pp | 7.63%-2.3pp |
| Employer contribution / active EE | $2,433 | $3,351-27.4% | $5,298-54.1% | $2,381+2.2% |
| Participant deferral / active EE | $4,181 | $3,175+31.7% | $5,081-17.7% | $3,470+20.5% |
| Admin fee / account holder | $17,980 | $5,596+221.3% | $13,411+34.1% | $4,888+267.8% |