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 7-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 | $282,052 | $117,841+139.3% | $102,423+175.4% | $145,922+93.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 28.72% | 31.65%-2.9pp | 29.32%-0.6pp | 561.29%-532.6pp |
| Employer contribution / active EE | $26,369 | $3,615+629.5% | $3,023+772.2% | $4,660+465.9% |
| Participant deferral / active EE | $13,794 | $5,731+140.7% | $5,053+173.0% | $6,688+106.3% |
| Admin fee / account holder | $1,193 | $13,326-91.0% | $9,451-87.4% | $13,397-91.1% |