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 8-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 | $408,160 | $176,056+131.8% | $159,436+156.0% | $167,490+143.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.36% | 331.75%-314.4pp | 263.57%-246.2pp | 478.56%-461.2pp |
| Employer contribution / active EE | $19,935 | $5,297+276.3% | $4,829+312.8% | $4,837+312.1% |
| Participant deferral / active EE | $19,093 | $7,750+146.4% | $7,352+159.7% | $6,341+201.1% |
| Admin fee / account holder | $611 | $12,554-95.1% | $10,799-94.3% | $12,309-95.0% |