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 | $675,578 | $197,591+241.9% | $177,821+279.9% | $158,922+325.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 36.61% | 58.76%-22.2pp | 48.32%-11.7pp | 302.83%-266.2pp |
| Employer contribution / active EE | $5,899 | $6,697-11.9% | $5,918-0.3% | $4,761+23.9% |
| Participant deferral / active EE | $26,000 | $8,405+209.3% | $7,714+237.0% | $5,982+334.6% |
| Admin fee / account holder | $2,279 | $15,399-85.2% | $12,427-81.7% | $11,246-79.7% |