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 | $1,405,188 | $228,332+515.4% | $185,823+656.2% | $158,922+784.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 29.02% | 40.80%-11.8pp | 35.95%-6.9pp | 302.83%-273.8pp |
| Employer contribution / active EE | $21,141 | $4,967+325.7% | $4,087+417.2% | $4,761+344.0% |
| Participant deferral / active EE | $22,750 | $6,415+254.7% | $5,632+303.9% | $5,982+280.3% |
| Admin fee / account holder | $6,721 | $11,864-43.3% | $9,500-29.3% | $11,246-40.2% |