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 | $324,928 | $214,378+51.6% | $200,582+62.0% | $142,382+128.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 28.39% | 46.41%-18.0pp | 42.33%-13.9pp | 217.08%-188.7pp |
| Employer contribution / active EE | $10,549 | $6,841+54.2% | $6,419+64.4% | $4,299+145.4% |
| Participant deferral / active EE | $13,226 | $9,865+34.1% | $9,331+41.7% | $6,507+103.3% |
| Admin fee / account holder | $8,667 | $17,692-51.0% | $16,305-46.8% | $12,624-31.3% |