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 | $341,869 | $165,984+106.0% | $164,813+107.4% | $145,922+134.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.99% | 100.03%-88.0pp | 69.93%-57.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $5,333 | $5,273+1.1% | $4,341+22.9% | $4,660+14.5% |
| Participant deferral / active EE | $30,306 | $6,959+335.5% | $6,031+402.5% | $6,688+353.2% |
| Admin fee / account holder | $14,168 | $16,648-14.9% | $12,690+11.6% | $13,397+5.8% |