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 8-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 | $251,929 | $163,101+54.5% | $136,749+84.2% | $142,382+76.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.05% | 27.54%-15.5pp | 24.33%-12.3pp | 217.08%-205.0pp |
| Employer contribution / active EE | $15,509 | $4,117+276.7% | $3,400+356.2% | $4,299+260.8% |
| Participant deferral / active EE | $11,692 | $5,585+109.4% | $4,692+149.2% | $6,507+79.7% |
| Admin fee / account holder | $14,706 | $14,318+2.7% | $11,386+29.2% | $12,624+16.5% |