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 7-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 | $659,933 | $197,591+234.0% | $177,821+271.1% | $158,922+315.3% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 10.40% | 58.76%-48.4pp | 48.32%-37.9pp | 302.83%-292.4pp |
| Employer contribution / active EE | $8,024 | $6,697+19.8% | $5,918+35.6% | $4,761+68.5% |
| Participant deferral / active EE | $10,400 | $8,405+23.7% | $7,714+34.8% | $5,982+73.9% |
| Admin fee / account holder | $487,280 | $15,399+3064.3% | $12,427+3821.0% | $11,246+4233.0% |