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 | $480,768 | $159,602+201.2% | $150,045+220.4% | $142,382+237.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.03% | 70.24%-53.2pp | 62.55%-45.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $26,497 | $4,961+434.2% | $4,693+464.6% | $4,299+516.3% |
| Participant deferral / active EE | $43,917 | $8,310+428.5% | $7,997+449.2% | $6,507+574.9% |
| Admin fee / account holder | $274,309 | $14,846+1747.6% | $13,435+1941.8% | $12,624+2073.0% |