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 9-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 | $306,870 | $177,572+72.8% | $154,803+98.2% | $142,382+115.5% |
| Participation rate | 82.4% | 82.1%+0.3pp | 78.1%+4.3pp | 80.1%+2.2pp |
| Annual return | 14.22% | 65.07%-50.9pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $4,400 | $4,810-8.5% | $4,305+2.2% | $4,299+2.4% |
| Participant deferral / active EE | $13,137 | $6,272+109.5% | $5,540+137.1% | $6,507+101.9% |
| Admin fee / account holder | $16,838 | $16,786+0.3% | $14,329+17.5% | $12,624+33.4% |