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 | $1,541,589 | $209,411+636.2% | $178,490+763.7% | $158,922+870.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 36.39% | 188.75%-152.4pp | 151.07%-114.7pp | 302.83%-266.4pp |
| Employer contribution / active EE | $27,698 | $5,706+385.4% | $5,011+452.8% | $4,761+481.7% |
| Participant deferral / active EE | $19,859 | $5,954+233.5% | $5,202+281.8% | $5,982+232.0% |
| Admin fee / account holder | $13,793 | $17,074-19.2% | $13,984-1.4% | $11,246+22.6% |