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 | $1,193,129 | $109,817+986.5% | $98,442+1112.0% | $167,490+612.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.66% | 1956.69%-1941.0pp | 1492.73%-1477.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $16,577 | $3,224+414.2% | $2,960+460.1% | $4,837+242.7% |
| Participant deferral / active EE | $10,400 | $4,673+122.5% | $4,276+143.2% | $6,341+64.0% |
| Admin fee / account holder | $6,309 | $6,753-6.6% | $5,949+6.0% | $12,309-48.7% |