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 | $519,253 | $115,770+348.5% | $101,248+412.9% | $158,922+226.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.43% | 56.14%-41.7pp | 46.47%-32.0pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,355 | $4,175-43.6% | $3,660-35.6% | $4,761-50.5% |
| Participant deferral / active EE | $8,081 | $4,957+63.0% | $4,370+84.9% | $5,982+35.1% |
| Admin fee / account holder | $3,752 | $7,245-48.2% | $5,945-36.9% | $11,246-66.6% |