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 | $258,083 | $179,726+43.6% | $156,263+65.2% | $142,382+81.3% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.9%+12.0pp | 80.1%+10.8pp |
| Annual return | 14.15% | 77.86%-63.7pp | 59.47%-45.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $14,702 | $5,069+190.0% | $4,333+239.3% | $4,299+242.0% |
| Participant deferral / active EE | $16,842 | $6,956+142.1% | $6,158+173.5% | $6,507+158.8% |
| Admin fee / account holder | $1,203 | $17,272-93.0% | $14,255-91.6% | $12,624-90.5% |