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 4-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 | $476,650 | $100,773+373.0% | $88,946+435.9% | $142,382+234.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.76% | 70.18%-52.4pp | 57.82%-40.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $9,615 | $2,918+229.5% | $2,555+276.3% | $4,299+123.6% |
| Participant deferral / active EE | $21,725 | $5,230+315.4% | $4,581+374.2% | $6,507+233.9% |
| Admin fee / account holder | $558 | $9,693-94.2% | $8,261-93.2% | $12,624-95.6% |