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 | $702,708 | $180,449+289.4% | $154,107+356.0% | $135,375+419.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.04% | 888.09%-889.1pp | 735.12%-736.2pp | 519.73%-520.8pp |
| Employer contribution / active EE | $1,915 | $6,035-68.3% | $5,298-63.9% | $4,779-59.9% |
| Participant deferral / active EE | $6,970 | $5,806+20.1% | $5,081+37.2% | $5,609+24.3% |
| Admin fee / account holder | $22,163 | $16,143+37.3% | $13,411+65.3% | $10,827+104.7% |