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 | $354,530 | $106,543+232.8% | $91,220+288.7% | $134,475+163.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 6.20% | 160.60%-154.4pp | 114.01%-107.8pp | 417.96%-411.8pp |
| Employer contribution / active EE | $1,454 | $3,331-56.4% | $2,850-49.0% | $4,740-69.3% |
| Participant deferral / active EE | $14,669 | $4,719+210.9% | $4,234+246.5% | $6,400+129.2% |
| Admin fee / account holder | $3,134 | $6,231-49.7% | $5,420-42.2% | $11,426-72.6% |