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 | $385,955 | $197,591+95.3% | $177,821+117.0% | $158,922+142.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 33.92% | 58.76%-24.8pp | 48.32%-14.4pp | 302.83%-268.9pp |
| Employer contribution / active EE | $4,176 | $6,697-37.7% | $5,918-29.4% | $4,761-12.3% |
| Participant deferral / active EE | $10,362 | $8,405+23.3% | $7,714+34.3% | $5,982+73.2% |
| Admin fee / account holder | $2,026 | $15,399-86.8% | $12,427-83.7% | $11,246-82.0% |