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 5-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 | $1,059,519 | $227,553+365.6% | $189,557+458.9% | $167,490+532.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 21.76% | 78.40%-56.6pp | 64.17%-42.4pp | 478.56%-456.8pp |
| Employer contribution / active EE | $18,328 | $5,316+244.7% | $4,412+315.4% | $4,837+278.9% |
| Participant deferral / active EE | $16,419 | $7,002+134.5% | $6,174+165.9% | $6,341+158.9% |
| Admin fee / account holder | $18,957 | $11,878+59.6% | $9,807+93.3% | $12,309+54.0% |