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 | $256,979 | $214,378+19.9% | $200,582+28.1% | $142,382+80.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.89% | 46.41%-26.5pp | 42.33%-22.4pp | 217.08%-197.2pp |
| Employer contribution / active EE | $9,347 | $6,841+36.6% | $6,419+45.6% | $4,299+117.4% |
| Participant deferral / active EE | $24,960 | $9,865+153.0% | $9,331+167.5% | $6,507+283.6% |
| Admin fee / account holder | $45,707 | $17,692+158.3% | $16,305+180.3% | $12,624+262.1% |