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 | $1,942,301 | $80,717+2306.3% | $154,803+1154.7% | $84,808+2190.2% |
| Participation rate | 85.3% | 66.8%+18.5pp | 78.1%+7.2pp | 68.3%+17.0pp |
| Annual return | 17.49% | 37.96%-20.5pp | 58.88%-41.4pp | 40.90%-23.4pp |
| Employer contribution / active EE | $35,929 | $2,761+1201.2% | $4,305+734.5% | $2,631+1265.6% |
| Participant deferral / active EE | $22,382 | $3,303+577.6% | $5,540+304.0% | $4,212+431.4% |
| Admin fee / account holder | $19,878 | $6,746+194.7% | $14,329+38.7% | $7,344+170.7% |