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 | $1,267,754 | $85,202+1387.9% | $172,739+633.9% | $72,985+1637.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.27% | 27.32%-4.1pp | 802.84%-779.6pp | 81.00%-57.7pp |
| Employer contribution / active EE | $30,889 | $3,324+829.2% | $5,143+500.6% | $2,440+1166.0% |
| Participant deferral / active EE | $18,573 | $3,260+469.7% | $5,198+257.3% | $3,607+414.9% |
| Admin fee / account holder | $40,562 | $5,884+589.4% | $13,954+190.7% | $5,124+691.6% |