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 6-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 | $355,903 | $227,553+56.4% | $189,557+87.8% | $167,490+112.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 17.85% | 78.40%-60.6pp | 64.17%-46.3pp | 478.56%-460.7pp |
| Employer contribution / active EE | $42,517 | $5,316+699.7% | $4,412+863.6% | $4,837+778.9% |
| Participant deferral / active EE | $19,491 | $7,002+178.4% | $6,174+215.7% | $6,341+207.4% |
| Admin fee / account holder | $531 | $11,878-95.5% | $9,807-94.6% | $12,309-95.7% |