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 | $824,383 | $165,984+396.7% | $164,813+400.2% | $145,922+464.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.12% | 100.03%-86.9pp | 69.93%-56.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $10,969 | $5,273+108.0% | $4,341+152.7% | $4,660+135.4% |
| Participant deferral / active EE | $20,309 | $6,959+191.8% | $6,031+236.7% | $6,688+203.7% |
| Admin fee / account holder | $3,763 | $16,648-77.4% | $12,690-70.3% | $13,397-71.9% |