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 | $944,798 | $114,381+726.0% | $107,525+778.7% | $142,382+563.6% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 17.19% | 242.71%-225.5pp | 181.32%-164.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $6,404 | $4,015+59.5% | $3,754+70.6% | $4,299+49.0% |
| Participant deferral / active EE | $15,274 | $5,564+174.5% | $5,116+198.6% | $6,507+134.7% |
| Admin fee / account holder | $26,872 | $9,860+172.5% | $8,919+201.3% | $12,624+112.9% |