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 | $1,035,067 | $238,490+334.0% | $180,183+474.5% | $142,382+627.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 17.05% | 33.56%-16.5pp | 27.86%-10.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $31,000 | $6,143+404.7% | $5,039+515.2% | $4,299+621.1% |
| Participant deferral / active EE | $9,750 | $7,996+21.9% | $6,822+42.9% | $6,507+49.8% |
| Admin fee / account holder | $2,872 | $28,866-90.1% | $19,975-85.6% | $12,624-77.3% |