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 10-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 | $521,365 | $154,228+238.0% | $145,433+258.5% | $137,256+279.8% |
| Participation rate | 73.3% | 83.8%-10.5pp | 82.1%-8.8pp | 80.0%-6.6pp |
| Annual return | 17.43% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $4,523 | $4,804-5.8% | $4,554-0.7% | $4,156+8.8% |
| Participant deferral / active EE | $17,680 | $8,216+115.2% | $7,897+123.9% | $6,407+176.0% |
| Admin fee / account holder | $6,325 | $14,344-55.9% | $13,129-51.8% | $12,270-48.5% |