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 | $1,542,735 | $209,411+636.7% | $178,490+764.3% | $158,922+870.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.31% | 188.75%-174.4pp | 151.07%-136.8pp | 302.83%-288.5pp |
| Employer contribution / active EE | $57,000 | $5,706+898.9% | $5,011+1037.6% | $4,761+1097.2% |
| Participant deferral / active EE | $3,250 | $5,954-45.4% | $5,202-37.5% | $5,982-45.7% |
| Admin fee / account holder | $11,722 | $17,074-31.3% | $13,984-16.2% | $11,246+4.2% |