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 | $305,295 | $159,602+91.3% | $150,045+103.5% | $142,382+114.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.70% | 70.24%-51.5pp | 62.55%-43.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $39,500 | $4,961+696.3% | $4,693+741.7% | $4,299+818.8% |
| Participant deferral / active EE | $24,832 | $8,310+198.8% | $7,997+210.5% | $6,507+281.6% |
| Admin fee / account holder | $6,474 | $14,846-56.4% | $13,435-51.8% | $12,624-48.7% |