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 6-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 | $630,441 | $185,822+239.3% | $169,993+270.9% | $139,434+352.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.14% | 60.50%-42.4pp | 53.37%-35.2pp | 372.94%-354.8pp |
| Employer contribution / active EE | $30,706 | $7,590+304.6% | $6,785+352.5% | $4,751+546.3% |
| Participant deferral / active EE | $14,917 | $11,622+28.4% | $10,408+43.3% | $6,710+122.3% |
| Admin fee / account holder | $8,983 | $15,381-41.6% | $12,815-29.9% | $11,403-21.2% |