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 | $845,805 | $74,888+1029.4% | $71,209+1087.8% | $142,382+494.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.65% | 345.14%-330.5pp | 282.51%-267.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $16,624 | $2,854+482.4% | $2,721+511.0% | $4,299+286.7% |
| Participant deferral / active EE | $6,389 | $4,454+43.4% | $4,175+53.0% | $6,507-1.8% |
| Admin fee / account holder | $24,189 | $5,568+334.4% | $5,349+352.2% | $12,624+91.6% |