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 | $325,141 | $148,534+118.9% | $135,903+139.2% | $139,434+133.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.71% | 79.19%-50.5pp | 68.23%-39.5pp | 372.94%-344.2pp |
| Employer contribution / active EE | $8,820 | $5,243+68.2% | $4,856+81.6% | $4,751+85.6% |
| Participant deferral / active EE | $7,497 | $8,100-7.4% | $7,758-3.4% | $6,710+11.7% |
| Admin fee / account holder | $116,079 | $12,400+836.1% | $10,762+978.6% | $11,403+918.0% |