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 | $214,378+49.7% | $200,582+60.0% | $142,382+125.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.56% | 46.41%-32.9pp | 42.33%-28.8pp | 217.08%-203.5pp |
| Employer contribution / active EE | $9,225 | $6,841+34.8% | $6,419+43.7% | $4,299+114.6% |
| Participant deferral / active EE | $19,109 | $9,865+93.7% | $9,331+104.8% | $6,507+193.7% |
| Admin fee / account holder | $22,132 | $17,692+25.1% | $16,305+35.7% | $12,624+75.3% |