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 7-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 | $472,554 | $176,812+167.3% | $146,665+222.2% | $167,490+182.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.19% | 24.03%-12.8pp | 22.74%-11.6pp | 478.56%-467.4pp |
| Employer contribution / active EE | $18,641 | $5,160+261.3% | $4,136+350.7% | $4,837+285.4% |
| Participant deferral / active EE | $15,147 | $6,440+135.2% | $5,506+175.1% | $6,341+138.9% |
| Admin fee / account holder | $251,782 | $13,259+1798.9% | $10,280+2349.3% | $12,309+1945.5% |