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 | $1,079,624 | $91,190+1083.9% | $178,490+504.9% | $79,858+1251.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.41% | 24.19%-9.8pp | 151.07%-136.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $42,158 | $3,256+1194.9% | $5,011+741.4% | $2,471+1606.2% |
| Participant deferral / active EE | $10,392 | $3,236+221.1% | $5,202+99.8% | $3,740+177.9% |
| Admin fee / account holder | $32,244 | $6,751+377.6% | $13,984+130.6% | $5,306+507.6% |