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 | $981,048 | $81,248+1107.5% | $155,509+530.9% | $80,856+1113.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.71% | 33.31%-16.6pp | 64.67%-48.0pp | 35.59%-18.9pp |
| Employer contribution / active EE | $29,812 | $3,100+861.6% | $4,672+538.0% | $2,755+982.2% |
| Participant deferral / active EE | $18,406 | $3,452+433.3% | $5,626+227.1% | $4,296+328.5% |
| Admin fee / account holder | $84,751 | $7,997+959.8% | $15,912+432.6% | $6,918+1125.1% |