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 4-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 | $500,343 | $185,822+169.3% | $169,993+194.3% | $139,434+258.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.46% | 60.50%-47.0pp | 53.37%-39.9pp | 372.94%-359.5pp |
| Employer contribution / active EE | $4,000 | $7,590-47.3% | $6,785-41.0% | $4,751-15.8% |
| Participant deferral / active EE | $23,222 | $11,622+99.8% | $10,408+123.1% | $6,710+246.1% |
| Admin fee / account holder | $7,105 | $15,381-53.8% | $12,815-44.6% | $11,403-37.7% |