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 | $330,240 | $80,812+308.7% | $160,784+105.4% | $82,448+300.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 23.10% | 100.59%-77.5pp | 1803.92%-1780.8pp | 41.64%-18.5pp |
| Employer contribution / active EE | $30,604 | $2,174+1307.8% | $3,733+719.9% | $2,551+1099.7% |
| Participant deferral / active EE | $19,817 | $4,335+357.1% | $6,293+214.9% | $4,139+378.8% |
| Admin fee / account holder | $1,720 | $7,695-77.6% | $9,717-82.3% | $7,234-76.2% |