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 | $1,352,138 | $96,305+1304.0% | $80,569+1578.2% | $139,434+869.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 12.66% | 1350.08%-1337.4pp | 935.43%-922.8pp | 372.94%-360.3pp |
| Employer contribution / active EE | $26,803 | $3,262+721.7% | $2,723+884.1% | $4,751+464.2% |
| Participant deferral / active EE | $29,584 | $5,232+465.4% | $4,447+565.2% | $6,710+340.9% |
| Admin fee / account holder | $12,287 | $6,599+86.2% | $5,377+128.5% | $11,403+7.8% |