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 | $581,762 | $148,534+291.7% | $135,903+328.1% | $139,434+317.2% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 16.67% | 79.19%-62.5pp | 68.23%-51.6pp | 372.94%-356.3pp |
| Employer contribution / active EE | $3,664 | $5,243-30.1% | $4,856-24.5% | $4,751-22.9% |
| Participant deferral / active EE | $10,975 | $8,100+35.5% | $7,758+41.5% | $6,710+63.6% |
| Admin fee / account holder | $4,979 | $12,400-59.8% | $10,762-53.7% | $11,403-56.3% |