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 | $320,941 | $209,336+53.3% | $197,124+62.8% | $137,256+133.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.56% | 48.09%-34.5pp | 44.34%-30.8pp | 220.34%-206.8pp |
| Employer contribution / active EE | $9,225 | $6,591+40.0% | $6,227+48.1% | $4,156+122.0% |
| Participant deferral / active EE | $19,109 | $9,614+98.8% | $9,135+109.2% | $6,407+198.3% |
| Admin fee / account holder | $22,132 | $17,308+27.9% | $16,298+35.8% | $12,270+80.4% |