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 | $359,756 | $158,398+127.1% | $126,539+184.3% | $142,382+152.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.32% | 593.76%-578.4pp | 425.95%-410.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $23,902 | $4,650+414.0% | $3,674+550.6% | $4,299+456.0% |
| Participant deferral / active EE | $16,621 | $4,767+248.7% | $4,083+307.1% | $6,507+155.4% |
| Admin fee / account holder | $3,373 | $6,918-51.2% | $6,065-44.4% | $12,624-73.3% |