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 | $288,528 | $101,069+185.5% | $81,478+254.1% | $147,584+95.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 14.31% | 32.40%-18.1pp | 38.78%-24.5pp | 578.55%-564.2pp |
| Employer contribution / active EE | $6,000 | $3,205+87.2% | $2,568+133.7% | $4,876+23.0% |
| Participant deferral / active EE | $22,773 | $4,242+436.9% | $3,537+543.9% | $5,439+318.7% |
| Admin fee / account holder | $18,128 | $5,812+211.9% | $4,561+297.4% | $10,885+66.5% |