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 | $769,810 | $167,484+359.6% | $151,611+407.8% | $134,475+472.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.61% | 7.80%-24.4pp | 3.33%-19.9pp | 417.96%-434.6pp |
| Employer contribution / active EE | $22,256 | $6,829+225.9% | $6,166+260.9% | $4,740+369.6% |
| Participant deferral / active EE | $15,078 | $8,986+67.8% | $8,363+80.3% | $6,400+135.6% |
| Admin fee / account holder | $11,664 | $13,783-15.4% | $11,616+0.4% | $11,426+2.1% |