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 | $351,862 | $198,466+77.3% | $170,442+106.4% | $147,584+138.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.62% | 257.29%-243.7pp | 205.93%-192.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $1,684 | $6,184-72.8% | $5,433-69.0% | $4,876-65.5% |
| Participant deferral / active EE | $13,561 | $5,629+140.9% | $4,939+174.5% | $5,439+149.3% |
| Admin fee / account holder | $11,111 | $16,852-34.1% | $13,880-20.0% | $10,885+2.1% |