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 | $521,334 | $158,398+229.1% | $126,539+312.0% | $142,382+266.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 10.24% | 593.76%-583.5pp | 425.95%-415.7pp | 217.08%-206.8pp |
| Employer contribution / active EE | $33,281 | $4,650+615.7% | $3,674+805.8% | $4,299+674.1% |
| Participant deferral / active EE | $11,750 | $4,767+146.5% | $4,083+187.8% | $6,507+80.6% |
| Admin fee / account holder | $3,306 | $6,918-52.2% | $6,065-45.5% | $12,624-73.8% |