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 9-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 | $267,856 | $48,230+455.4% | $67,502+296.8% | $80,856+231.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 11.95% | 18.28%-6.3pp | 3512.12%-3500.2pp | 35.59%-23.6pp |
| Employer contribution / active EE | $25,040 | $2,020+1139.8% | $2,731+816.9% | $2,755+808.9% |
| Participant deferral / active EE | $7,549 | $2,924+158.2% | $4,000+88.7% | $4,296+75.7% |
| Admin fee / account holder | $29,040 | $3,681+688.9% | $3,998+626.4% | $6,918+319.8% |