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 | $294,144 | $176,056+67.1% | $159,436+84.5% | $167,490+75.6% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 603.34% | 331.75%+271.6pp | 263.57%+339.8pp | 478.56%+124.8pp |
| Employer contribution / active EE | $3,632 | $5,297-31.4% | $4,829-24.8% | $4,837-24.9% |
| Participant deferral / active EE | $12,459 | $7,750+60.8% | $7,352+69.5% | $6,341+96.5% |
| Admin fee / account holder | $621 | $12,554-95.1% | $10,799-94.3% | $12,309-95.0% |