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 | $832,555 | $179,726+363.2% | $156,263+432.8% | $142,382+484.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 10.38% | 77.86%-67.5pp | 59.47%-49.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $7,718 | $5,069+52.2% | $4,333+78.1% | $4,299+79.5% |
| Participant deferral / active EE | $10,150 | $6,956+45.9% | $6,158+64.8% | $6,507+56.0% |
| Admin fee / account holder | $2,170 | $17,272-87.4% | $14,255-84.8% | $12,624-82.8% |