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 6-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 | $570,493 | $159,602+257.4% | $150,045+280.2% | $142,382+300.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 65.83% | 70.24%-4.4pp | 62.55%+3.3pp | 217.08%-151.2pp |
| Employer contribution / active EE | $16,899 | $4,961+240.7% | $4,693+260.1% | $4,299+293.1% |
| Participant deferral / active EE | $23,640 | $8,310+184.5% | $7,997+195.6% | $6,507+263.3% |
| Admin fee / account holder | $497 | $14,846-96.7% | $13,435-96.3% | $12,624-96.1% |