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 | $278,495 | $85,006+227.6% | $76,190+265.5% | $145,922+90.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 13.01% | 13.11%-0.1pp | 13.78%-0.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $27,326 | $5,265+419.0% | $4,578+496.9% | $4,660+486.4% |
| Participant deferral / active EE | $20,832 | $6,392+225.9% | $5,474+280.6% | $6,688+211.5% |
| Admin fee / account holder | $24,146 | $5,760+319.2% | $5,123+371.3% | $13,397+80.2% |