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 | $991,670 | $172,111+476.2% | $150,298+559.8% | $137,256+622.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.10% | 69.37%-54.3pp | 62.79%-47.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $3,172 | $4,636-31.6% | $4,154-23.7% | $4,156-23.7% |
| Participant deferral / active EE | $7,750 | $6,166+25.7% | $5,453+42.1% | $6,407+21.0% |
| Admin fee / account holder | $4,360 | $16,471-73.5% | $14,116-69.1% | $12,270-64.5% |