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 | $422,647 | $202,432+108.8% | $169,368+149.5% | $139,434+203.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.50% | 531.74%-516.2pp | 405.60%-390.1pp | 372.94%-357.4pp |
| Employer contribution / active EE | $3,428 | $4,692-26.9% | $4,013-14.6% | $4,751-27.8% |
| Participant deferral / active EE | $4,411 | $6,938-36.4% | $6,221-29.1% | $6,710-34.3% |
| Admin fee / account holder | $3,770 | $10,708-64.8% | $9,003-58.1% | $11,403-66.9% |