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 9-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 | $917,549 | $81,248+1029.3% | $155,509+490.0% | $80,856+1034.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 18.93% | 33.31%-14.4pp | 64.67%-45.7pp | 35.59%-16.7pp |
| Employer contribution / active EE | $45,095 | $3,100+1354.6% | $4,672+865.1% | $2,755+1537.0% |
| Participant deferral / active EE | $13,010 | $3,452+276.9% | $5,626+131.2% | $4,296+202.9% |
| Admin fee / account holder | $96,089 | $7,997+1101.5% | $15,912+503.9% | $6,918+1289.0% |