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 10-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 | $1,049,695 | $125,758+734.7% | $169,993+517.5% | $75,163+1296.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 23.53% | 27.20%-3.7pp | 53.37%-29.8pp | 160.62%-137.1pp |
| Employer contribution / active EE | $35,369 | $4,615+666.4% | $6,785+421.3% | $2,670+1224.8% |
| Participant deferral / active EE | $19,825 | $6,837+189.9% | $10,408+90.5% | $4,125+380.6% |
| Admin fee / account holder | $32,487 | $8,173+297.5% | $12,815+153.5% | $5,651+474.9% |