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 | $1,115,464 | $115,882+862.6% | $100,516+1009.7% | $158,922+601.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.48% | 34.79%-22.3pp | 30.89%-18.4pp | 302.83%-290.3pp |
| Employer contribution / active EE | $3,119 | $4,103-24.0% | $3,418-8.7% | $4,761-34.5% |
| Participant deferral / active EE | $5,128 | $6,674-23.2% | $6,270-18.2% | $5,982-14.3% |
| Admin fee / account holder | $3,868 | $10,995-64.8% | $8,081-52.1% | $11,246-65.6% |