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 | $519,562 | $183,519+183.1% | $155,509+234.1% | $145,922+256.1% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.5pp | 80.3%+6.4pp |
| Annual return | 20.06% | 61.17%-41.1pp | 64.67%-44.6pp | 561.29%-541.2pp |
| Employer contribution / active EE | $5,948 | $5,313+12.0% | $4,672+27.3% | $4,660+27.6% |
| Participant deferral / active EE | $4,877 | $6,462-24.5% | $5,626-13.3% | $6,688-27.1% |
| Admin fee / account holder | $4,814 | $19,313-75.1% | $15,912-69.7% | $13,397-64.1% |