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 | $1,195,660 | $126,574+844.6% | $106,213+1025.7% | $145,922+719.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.82% | 224.79%-213.0pp | 116.14%-104.3pp | 561.29%-549.5pp |
| Employer contribution / active EE | $29,896 | $3,730+701.4% | $3,171+842.6% | $4,660+541.6% |
| Participant deferral / active EE | $18,681 | $5,724+226.4% | $5,016+272.4% | $6,688+179.3% |
| Admin fee / account holder | $130,760 | $17,304+655.7% | $11,033+1085.2% | $13,397+876.0% |