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 9-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 | $326,554 | $114,381+185.5% | $107,525+203.7% | $142,382+129.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.17% | 242.71%-225.5pp | 181.32%-164.2pp | 217.08%-199.9pp |
| Employer contribution / active EE | $25,646 | $4,015+538.8% | $3,754+583.3% | $4,299+496.5% |
| Participant deferral / active EE | $17,375 | $5,564+212.3% | $5,116+239.6% | $6,507+167.0% |
| Admin fee / account holder | $326 | $9,860-96.7% | $8,919-96.3% | $12,624-97.4% |