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 | $874,636 | $135,952+543.3% | $123,892+606.0% | $273,961+219.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.27% | 56.63%-48.4pp | 47.52%-39.2pp | 41.45%-33.2pp |
| Employer contribution / active EE | $5,526 | $5,170+6.9% | $4,617+19.7% | $4,869+13.5% |
| Participant deferral / active EE | $13,080 | $6,343+106.2% | $5,984+118.6% | $5,287+147.4% |
| Admin fee / account holder | $3,983 | $9,817-59.4% | $8,357-52.3% | $10,132-60.7% |