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 | $901,350 | $148,534+506.8% | $135,903+563.2% | $139,434+546.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.05% | 79.19%-57.1pp | 68.23%-46.2pp | 372.94%-350.9pp |
| Employer contribution / active EE | $5,784 | $5,243+10.3% | $4,856+19.1% | $4,751+21.8% |
| Participant deferral / active EE | $8,500 | $8,100+4.9% | $7,758+9.6% | $6,710+26.7% |
| Admin fee / account holder | $17,661 | $12,400+42.4% | $10,762+64.1% | $11,403+54.9% |