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 | $1,040,047 | $175,202+493.6% | $149,673+594.9% | $139,434+645.9% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 25.34% | 166.71%-141.4pp | 134.42%-109.1pp | 372.94%-347.6pp |
| Employer contribution / active EE | $20,130 | $5,474+267.7% | $4,818+317.8% | $4,751+323.7% |
| Participant deferral / active EE | $14,625 | $6,519+124.4% | $5,680+157.5% | $6,710+118.0% |
| Admin fee / account holder | $105,652 | $16,150+554.2% | $13,210+699.8% | $11,403+826.6% |