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 | $439,714 | $172,111+155.5% | $150,298+192.6% | $137,256+220.4% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 36.64% | 69.37%-32.7pp | 62.79%-26.2pp | 220.34%-183.7pp |
| Employer contribution / active EE | $924 | $4,636-80.1% | $4,154-77.8% | $4,156-77.8% |
| Participant deferral / active EE | $15,669 | $6,166+154.1% | $5,453+187.4% | $6,407+144.6% |
| Admin fee / account holder | $431 | $16,471-97.4% | $14,116-97.0% | $12,270-96.5% |