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 | $1,080,506 | $175,202+516.7% | $149,673+621.9% | $139,434+674.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.13% | 166.71%-153.6pp | 134.42%-121.3pp | 372.94%-359.8pp |
| Employer contribution / active EE | $8,604 | $5,474+57.2% | $4,818+78.6% | $4,751+81.1% |
| Participant deferral / active EE | $19,070 | $6,519+192.5% | $5,680+235.7% | $6,710+184.2% |
| Admin fee / account holder | $133,103 | $16,150+724.2% | $13,210+907.6% | $11,403+1067.3% |