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 | $924,113 | $214,378+331.1% | $200,582+360.7% | $142,382+549.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 357.41% | 46.41%+311.0pp | 42.33%+315.1pp | 217.08%+140.3pp |
| Employer contribution / active EE | $14,127 | $6,841+106.5% | $6,419+120.1% | $4,299+228.6% |
| Participant deferral / active EE | $21,109 | $9,865+114.0% | $9,331+126.2% | $6,507+224.4% |
| Admin fee / account holder | $32,063 | $17,692+81.2% | $16,305+96.7% | $12,624+154.0% |