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 5-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 | $439,147 | $202,432+116.9% | $169,368+159.3% | $139,434+214.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.58% | 531.74%-513.2pp | 405.60%-387.0pp | 372.94%-354.4pp |
| Employer contribution / active EE | $4,179 | $4,692-10.9% | $4,013+4.1% | $4,751-12.0% |
| Participant deferral / active EE | $10,193 | $6,938+46.9% | $6,221+63.8% | $6,710+51.9% |
| Admin fee / account holder | $4,871 | $10,708-54.5% | $9,003-45.9% | $11,403-57.3% |