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 | $661,549 | $192,717+243.3% | $142,449+364.4% | $139,434+374.5% |
| Participation rate | 75.0% | 81.5%-6.5pp | 76.8%-1.8pp | 80.3%-5.3pp |
| Annual return | 17.13% | 17.99%-0.9pp | 19.99%-2.9pp | 372.94%-355.8pp |
| Employer contribution / active EE | $28,533 | $5,806+391.4% | $4,847+488.6% | $4,751+500.6% |
| Participant deferral / active EE | $3,175 | $7,208-56.0% | $6,283-49.5% | $6,710-52.7% |
| Admin fee / account holder | $4,627 | $15,124-69.4% | $10,011-53.8% | $11,403-59.4% |