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 8-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 | $1,074,317 | $80,717+1231.0% | $154,803+594.0% | $84,808+1166.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.88% | 37.96%-23.1pp | 58.88%-44.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $43,559 | $2,761+1477.5% | $4,305+911.7% | $2,631+1555.6% |
| Participant deferral / active EE | $28,834 | $3,303+772.9% | $5,540+420.4% | $4,212+584.6% |
| Admin fee / account holder | $3,858 | $6,746-42.8% | $14,329-73.1% | $7,344-47.5% |