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 | $358,912 | $72,071+398.0% | $68,368+425.0% | $137,256+161.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.02% | 353.14%-338.1pp | 292.57%-277.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $30,500 | $2,788+994.0% | $2,649+1051.4% | $4,156+633.9% |
| Participant deferral / active EE | $21,650 | $4,410+390.9% | $4,123+425.1% | $6,407+237.9% |
| Admin fee / account holder | $3,931 | $5,336-26.3% | $5,150-23.7% | $12,270-68.0% |