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 | $485,354 | $154,117+214.9% | $129,995+273.4% | $139,434+248.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.81% | 32.48%-18.7pp | -137.18%+151.0pp | 372.94%-359.1pp |
| Employer contribution / active EE | $2,242 | $5,289-57.6% | $4,320-48.1% | $4,751-52.8% |
| Participant deferral / active EE | $13,105 | $6,710+95.3% | $5,820+125.2% | $6,710+95.3% |
| Admin fee / account holder | $3,328 | $14,007-76.2% | $10,614-68.7% | $11,403-70.8% |