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 | $353,468 | $198,466+78.1% | $170,442+107.4% | $147,584+139.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.12% | 257.29%-248.2pp | 205.93%-196.8pp | 578.55%-569.4pp |
| Employer contribution / active EE | $12,363 | $6,184+99.9% | $5,433+127.6% | $4,876+153.5% |
| Participant deferral / active EE | $5,370 | $5,629-4.6% | $4,939+8.7% | $5,439-1.3% |
| Admin fee / account holder | $3,395 | $16,852-79.9% | $13,880-75.5% | $10,885-68.8% |