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 | $409,476 | $210,698+94.3% | $178,014+130.0% | $145,959+180.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.86% | 386.27%-377.4pp | 294.80%-285.9pp | 561.95%-553.1pp |
| Employer contribution / active EE | $1,208 | $4,567-73.5% | $3,950-69.4% | $4,661-74.1% |
| Participant deferral / active EE | $9,219 | $6,958+32.5% | $6,276+46.9% | $6,689+37.8% |
| Admin fee / account holder | $24,826 | $12,016+106.6% | $10,362+139.6% | $13,398+85.3% |