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 | $940,652 | $72,071+1205.2% | $68,368+1275.9% | $137,256+585.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.52% | 353.14%-338.6pp | 292.57%-278.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $24,000 | $2,788+760.9% | $2,649+806.0% | $4,156+477.5% |
| Participant deferral / active EE | $30,500 | $4,410+591.6% | $4,123+639.8% | $6,407+376.1% |
| Admin fee / account holder | $3,654 | $5,336-31.5% | $5,150-29.0% | $12,270-70.2% |