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 | $309,110 | $201,272+53.6% | $184,203+67.8% | $145,922+111.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.74% | 29.00%-15.3pp | 28.81%-15.1pp | 561.29%-547.5pp |
| Employer contribution / active EE | $12,138 | $7,022+72.9% | $6,427+88.9% | $4,660+160.5% |
| Participant deferral / active EE | $17,998 | $9,806+83.5% | $9,131+97.1% | $6,688+169.1% |
| Admin fee / account holder | $80,965 | $16,364+394.8% | $13,901+482.4% | $13,397+504.4% |