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 3-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 | $1,014,926 | $110,257+820.5% | $96,544+951.3% | $139,434+627.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 24.35% | 26.32%-2.0pp | 25.84%-1.5pp | 372.94%-348.6pp |
| Employer contribution / active EE | $21,330 | $3,620+489.3% | $2,965+619.4% | $4,751+349.0% |
| Participant deferral / active EE | $37,750 | $5,548+580.4% | $4,851+678.2% | $6,710+462.6% |
| Admin fee / account holder | $16,667 | $11,591+43.8% | $8,252+102.0% | $11,403+46.2% |