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 | $1,028,771 | $76,000+1253.6% | $154,107+567.6% | $64,186+1502.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 1.60% | 30.32%-28.7pp | 735.12%-733.5pp | 7.63%-6.0pp |
| Employer contribution / active EE | $28,143 | $3,351+739.9% | $5,298+431.2% | $2,381+1082.1% |
| Participant deferral / active EE | $16,253 | $3,175+411.9% | $5,081+219.9% | $3,470+368.4% |
| Admin fee / account holder | $32,366 | $5,596+478.4% | $13,411+141.3% | $4,888+562.1% |