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 | $529,145 | $176,056+200.6% | $159,436+231.9% | $167,490+215.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.44% | 331.75%-310.3pp | 263.57%-242.1pp | 478.56%-457.1pp |
| Employer contribution / active EE | $11,645 | $5,297+119.8% | $4,829+141.1% | $4,837+140.7% |
| Participant deferral / active EE | $17,557 | $7,750+126.5% | $7,352+138.8% | $6,341+176.9% |
| Admin fee / account holder | $1,289 | $12,554-89.7% | $10,799-88.1% | $12,309-89.5% |