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 | $296,484 | $117,983+151.3% | $101,794+191.3% | $142,382+108.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 10.36% | 36.92%-26.6pp | 30.53%-20.2pp | 217.08%-206.7pp |
| Employer contribution / active EE | $28,326 | $2,773+921.6% | $2,289+1137.5% | $4,299+558.9% |
| Participant deferral / active EE | $19,190 | $4,714+307.1% | $4,084+369.9% | $6,507+194.9% |
| Admin fee / account holder | $74,039 | $10,433+609.6% | $8,777+743.6% | $12,624+486.5% |