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 | $1,118,072 | $80,717+1285.2% | $154,803+622.3% | $84,808+1218.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.06% | 37.96%-22.9pp | 58.88%-43.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $44,440 | $2,761+1509.4% | $4,305+932.2% | $2,631+1589.1% |
| Participant deferral / active EE | $22,890 | $3,303+593.0% | $5,540+313.1% | $4,212+443.5% |
| Admin fee / account holder | $115,922 | $6,746+1618.5% | $14,329+709.0% | $7,344+1478.5% |