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 | $334,054 | $111,754+198.9% | $103,333+223.3% | $145,922+128.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.54% | 24.77%-13.2pp | 24.88%-13.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $6,783 | $4,212+61.0% | $3,868+75.4% | $4,660+45.6% |
| Participant deferral / active EE | $11,576 | $5,619+106.0% | $5,057+128.9% | $6,688+73.1% |
| Admin fee / account holder | $3,004 | $9,750-69.2% | $8,355-64.0% | $13,397-77.6% |